-94.9%
NDLS price history and return analytics
+290.5%
-385.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | +1.2% |
| 7D | -3.4% | -4.2% | +0.8% | +1.7% |
| 30D | +8.5% | -5.8% | +14.3% | +16.8% |
| 3M | -16.9% | -5.2% | -11.7% | -11.2% |
| 6M | +34.5% | +0.1% | +34.4% | +34.0% |
| YTD | +165.0% | +8.2% | +156.7% | +139.2% |
| 1Y | +185.0% | +10.1% | +174.9% | +152.2% |
| 3Y | -15.3% | +69.7% | -84.9% | -55.5% |
| 5Y | -84.7% | +53.4% | -138.1% | -90.7% |
| 10Y | -54.7% | +219.2% | -273.9% | -85.3% |
| All | -94.9% | +290.5% | -385.3% | -98.2% |
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