-93.6%
NRDY vs VT
+102.4%
-195.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -9.4% | +0.4% | -9.8% | -10.0% |
| 30D | -24.9% | +1.0% | -25.9% | -26.1% |
| 3M | -24.9% | +2.4% | -27.3% | -28.1% |
| 6M | -33.0% | +12.0% | -45.0% | -44.5% |
| YTD | -40.1% | +15.3% | -55.4% | -52.7% |
| 1Y | -53.1% | +22.6% | -75.7% | -66.4% |
| 3Y | -87.0% | +74.7% | -161.7% | -94.4% |
| 5Y | -93.8% | +66.1% | -159.9% | -97.4% |
| All | -93.6% | +102.4% | -195.9% | -97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling