-1.8%
NAZ price history and return analytics
+65.7%
-67.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -0.6% | -1.1% | +0.5% | -0.4% |
| 30D | -4.1% | -1.0% | -3.1% | -3.9% |
| 3M | -7.7% | +3.2% | -10.8% | -8.2% |
| 6M | -1.3% | +12.5% | -13.8% | -3.7% |
| YTD | +4.3% | +14.1% | -9.8% | +1.5% |
| 1Y | +7.6% | +18.9% | -11.4% | +3.8% |
| 3Y | +41.6% | +74.1% | -32.5% | +25.2% |
| All | -1.8% | +65.7% | -67.5% | -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 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