+488.5%
NDAQ price history and return analytics
+221.8%
+266.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +1.3% | +2.4% | -1.1% | -0.9% |
| 30D | +18.0% | -1.5% | +19.5% | +19.3% |
| 3M | +11.5% | -4.1% | +15.6% | +15.5% |
| 6M | +21.1% | +0.6% | +20.5% | +19.6% |
| YTD | +12.8% | +11.0% | +1.8% | +1.4% |
| 1Y | +25.7% | +13.3% | +12.4% | +10.9% |
| 3Y | +116.8% | +73.4% | +43.4% | +28.1% |
| 5Y | +67.3% | +57.4% | +9.8% | +7.9% |
| All | +488.5% | +221.8% | +266.7% | +90.8% |
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