+34.2%
NAD price history and return analytics
+221.8%
-187.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -3.7% | +2.4% | -6.1% | -4.4% |
| 30D | +4.4% | -1.5% | +5.9% | +4.8% |
| 3M | -9.8% | -4.1% | -5.7% | -8.8% |
| 6M | -8.2% | +0.6% | -8.7% | -8.4% |
| YTD | -7.1% | +11.0% | -18.2% | -9.9% |
| 1Y | -6.1% | +13.3% | -19.5% | -9.4% |
| 3Y | +24.1% | +73.4% | -49.3% | +6.0% |
| 5Y | -10.8% | +57.4% | -68.2% | -22.3% |
| All | +34.2% | +221.8% | -187.6% | -9.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling