-48.3%
NRDS vs VT
+12.5%
-60.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -4.9% |
| 7D | -31.5% | -0.1% | -31.4% | -31.4% |
| 30D | -23.8% | -3.1% | -20.8% | -22.5% |
| 3M | -24.3% | -3.5% | -20.8% | -22.8% |
| 6M | -18.8% | +0.5% | -19.2% | -19.2% |
| YTD | -45.2% | +10.8% | -56.0% | -50.0% |
| 1Y | -48.3% | +11.9% | -60.2% | -53.3% |
| All | -48.3% | +12.5% | -60.8% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling