+12.9%
NL price history and return analytics
+23.4%
-10.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.7% |
| 7D | +7.7% | +0.1% | +7.6% | +7.6% |
| 30D | +20.4% | +0.8% | +19.6% | +19.9% |
| 3M | +19.4% | +2.8% | +16.6% | +17.5% |
| 6M | +18.3% | +13.0% | +5.3% | +7.7% |
| YTD | +33.0% | +15.4% | +17.6% | +18.2% |
| All | +12.9% | +23.4% | -10.4% | -13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling