-53.0%
NRDY vs VT
+18.7%
-71.7%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.4% | +5.6% |
| 7D | -4.9% | -2.0% | -2.9% | -2.7% |
| 30D | -18.3% | -1.4% | -16.9% | -16.9% |
| 3M | -32.5% | +4.7% | -37.2% | -36.5% |
| 6M | -33.9% | +11.4% | -45.3% | -42.8% |
| YTD | -41.7% | +13.1% | -54.7% | -51.2% |
| 1Y | -53.0% | +19.0% | -72.0% | -65.4% |
| All | -53.0% | +18.7% | -71.7% | -65.4% |
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