+26.9%
NAD price history and return analytics
+229.8%
-202.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | -3.8% | -1.1% | -2.7% | -3.5% |
| 30D | -5.6% | -1.0% | -4.7% | -5.4% |
| 3M | -6.5% | +3.2% | -9.7% | -7.3% |
| 6M | -5.5% | +12.5% | -18.0% | -8.6% |
| YTD | -3.9% | +14.1% | -17.9% | -7.4% |
| 1Y | 0.0% | +18.9% | -18.9% | -4.7% |
| 3Y | +27.7% | +74.1% | -46.3% | +9.0% |
| 5Y | -9.0% | +66.9% | -75.8% | -22.0% |
| All | +26.9% | +229.8% | -202.9% | -13.2% |
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 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