+475.8%
NDAQ price history and return analytics
+217.6%
+258.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.8% |
| 7D | +2.9% | -0.1% | +3.0% | +2.9% |
| 30D | +17.5% | -3.1% | +20.5% | +20.6% |
| 3M | +15.4% | -3.5% | +18.9% | +18.9% |
| 6M | +24.6% | +0.5% | +24.1% | +23.2% |
| YTD | +14.4% | +10.8% | +3.6% | +3.1% |
| 1Y | +26.9% | +11.9% | +15.0% | +13.3% |
| 3Y | +119.8% | +73.0% | +46.8% | +30.2% |
| 5Y | +70.5% | +58.6% | +11.9% | +9.2% |
| 10Y | +475.8% | +219.2% | +256.6% | +84.9% |
| All | +475.8% | +217.6% | +258.1% | +84.9% |
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