-85.3%
NDLS price history and return analytics
+66.2%
-151.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.0% |
| 7D | +4.3% | +1.0% | +3.3% | +2.9% |
| 30D | -19.9% | -0.2% | -19.7% | -19.5% |
| 3M | +13.1% | +4.5% | +8.6% | +6.3% |
| 6M | +139.9% | +14.1% | +125.8% | +97.7% |
| YTD | +153.0% | +14.8% | +138.2% | +107.8% |
| 1Y | +168.1% | +21.2% | +146.9% | +101.7% |
| 3Y | -34.9% | +76.6% | -111.5% | -72.1% |
| 5Y | -85.3% | +66.6% | -151.9% | -93.0% |
| All | -85.3% | +66.2% | -151.5% | -93.0% |
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