-4.0%
NAC price history and return analytics
+66.2%
-70.2%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.0% | +1.0% | -2.0% | -1.2% |
| 30D | -3.3% | -0.2% | -3.1% | -3.3% |
| 3M | -3.7% | +4.5% | -8.2% | -4.7% |
| 6M | -1.1% | +14.1% | -15.1% | -4.1% |
| YTD | +1.2% | +14.8% | -13.6% | -2.1% |
| 1Y | +7.1% | +21.2% | -14.1% | +2.3% |
| 3Y | +36.8% | +76.6% | -39.8% | +18.7% |
| 5Y | -4.0% | +66.6% | -70.6% | -17.5% |
| All | -4.0% | +66.2% | -70.2% | -17.5% |
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