+154.8%
NAD price history and return analytics
+357.6%
-202.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | 0.0% |
| 7D | +2.1% | +0.4% | +1.8% | +2.0% |
| 30D | +8.4% | -2.6% | +11.0% | +9.0% |
| 3M | -5.8% | -3.2% | -2.6% | -5.1% |
| 6M | -4.6% | +0.9% | -5.6% | -4.9% |
| YTD | -2.9% | +11.3% | -14.2% | -5.4% |
| 1Y | 0.0% | +14.0% | -14.0% | -3.1% |
| 3Y | +30.4% | +75.8% | -45.4% | +14.0% |
| 5Y | -7.0% | +57.8% | -64.9% | -17.2% |
| 10Y | +34.9% | +219.8% | -184.9% | +1.4% |
| All | +154.8% | +357.6% | -202.8% | +62.3% |
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