-4.3%
NAN price history and return analytics
+65.7%
-70.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | -2.6% | -1.1% | -1.5% | -2.4% |
| 30D | -6.9% | -1.0% | -5.9% | -6.7% |
| 3M | -7.1% | +3.2% | -10.2% | -7.7% |
| 6M | -5.3% | +12.5% | -17.8% | -7.6% |
| YTD | -2.3% | +14.1% | -16.4% | -5.0% |
| 1Y | -1.3% | +18.9% | -20.3% | -4.9% |
| 3Y | +27.9% | +74.1% | -46.2% | +13.0% |
| All | -4.3% | +65.7% | -70.0% | -14.4% |
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