-87.2%
NRDY vs VT
+74.2%
-161.4%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -1.9% |
| 7D | -10.2% | -0.1% | -10.1% | -10.0% |
| 30D | -20.7% | -0.7% | -20.0% | -19.6% |
| 3M | -34.5% | +4.0% | -38.5% | -39.1% |
| 6M | -34.4% | +12.3% | -46.7% | -47.1% |
| YTD | -44.2% | +14.0% | -58.3% | -56.3% |
| 1Y | -56.1% | +20.3% | -76.4% | -68.8% |
| All | -87.2% | +74.2% | -161.4% | -95.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling