+65.4%
NDAQ price history and return analytics
+57.4%
+8.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -0.8% |
| 7D | -0.1% | +0.4% | -0.5% | -0.5% |
| 30D | +15.9% | -2.6% | +18.5% | +18.2% |
| 3M | +15.1% | -3.2% | +18.3% | +18.0% |
| 6M | +22.9% | +0.9% | +21.9% | +21.2% |
| YTD | +12.8% | +11.3% | +1.5% | +1.9% |
| 1Y | +26.0% | +14.0% | +12.0% | +11.4% |
| 3Y | +119.7% | +75.8% | +43.9% | +31.2% |
| 5Y | +65.4% | +57.8% | +7.6% | +10.6% |
| All | +65.4% | +57.4% | +8.0% | +10.6% |
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