+1,314.2%
NDAQ price history and return analytics
+346.0%
+968.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | 0.0% |
| 7D | +0.8% | -2.3% | +3.2% | +3.3% |
| 30D | +16.5% | -5.0% | +21.5% | +22.7% |
| 3M | +13.5% | -4.9% | +18.4% | +19.4% |
| 6M | +20.9% | -1.5% | +22.5% | +21.8% |
| YTD | +11.4% | +8.5% | +2.9% | +0.8% |
| 1Y | +25.9% | +11.4% | +14.6% | +10.6% |
| 3Y | +119.9% | +70.1% | +49.8% | +21.2% |
| 5Y | +61.7% | +53.7% | +8.0% | -1.3% |
| 10Y | +481.6% | +220.0% | +261.6% | +50.7% |
| All | +1,314.2% | +346.0% | +968.2% | +221.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling