+136.0%
NL price history and return analytics
+229.8%
-93.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.3% |
| 7D | +3.2% | -1.1% | +4.3% | +4.7% |
| 30D | +5.9% | -1.0% | +6.9% | +7.1% |
| 3M | +16.3% | +3.2% | +13.1% | +11.0% |
| 6M | +23.9% | +12.5% | +11.4% | +4.1% |
| YTD | +34.5% | +14.1% | +20.4% | +10.9% |
| 1Y | +20.3% | +18.9% | +1.4% | -6.2% |
| 3Y | +84.3% | +74.1% | +10.2% | -14.4% |
| 5Y | +71.5% | +66.9% | +4.6% | -15.1% |
| All | +136.0% | +229.8% | -93.8% | -59.1% |
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