-94.2%
NRDY vs VT
+65.7%
-159.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -19.7% |
| 3M | -34.5% | +4.0% | -38.5% | -39.1% |
| 6M | -34.4% | +12.3% | -46.7% | -46.8% |
| YTD | -44.2% | +14.0% | -58.3% | -55.9% |
| 1Y | -56.1% | +20.3% | -76.4% | -68.3% |
| 3Y | -87.4% | +75.4% | -162.9% | -95.1% |
| 5Y | -94.2% | +66.0% | -160.2% | -97.7% |
| All | -94.2% | +65.7% | -159.9% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling