-61.8%
NDLS price history and return analytics
+222.7%
-284.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.3% |
| 7D | -8.6% | +2.9% | -11.5% | -12.1% |
| 30D | -4.5% | -2.5% | -2.0% | -1.1% |
| 3M | -16.3% | -3.3% | -13.0% | -12.4% |
| 6M | +6.2% | +1.5% | +4.6% | +3.7% |
| YTD | +142.1% | +11.4% | +130.7% | +106.8% |
| 1Y | +132.3% | +11.9% | +120.4% | +97.7% |
| 3Y | -34.4% | +73.9% | -108.3% | -70.0% |
| 5Y | -85.4% | +57.9% | -143.3% | -92.2% |
| All | -61.8% | +222.7% | -284.5% | -94.3% |
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