-85.2%
NDLS price history and return analytics
+53.4%
-138.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.2% | -6.9% | -7.0% |
| 7D | -8.5% | -2.3% | -6.2% | -5.5% |
| 30D | +2.9% | -5.0% | +7.8% | +10.3% |
| 3M | -22.0% | -4.9% | -17.2% | -16.5% |
| 6M | +24.1% | -1.5% | +25.7% | +26.3% |
| YTD | +147.4% | +8.5% | +138.9% | +119.1% |
| 1Y | +134.2% | +11.4% | +122.8% | +100.1% |
| 3Y | -20.2% | +70.1% | -90.2% | -64.2% |
| All | -85.2% | +53.4% | -138.6% | -92.2% |
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 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