+76.0%
NLR price history and return analytics
+57.0%
+19.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | -0.1% | +2.4% | -2.4% | -2.5% |
| 30D | -6.5% | -1.5% | -5.0% | -4.7% |
| 3M | -25.4% | -4.1% | -21.3% | -21.4% |
| 6M | -35.2% | +0.6% | -35.8% | -34.8% |
| YTD | -28.8% | +11.0% | -39.9% | -34.9% |
| 1Y | -30.3% | +13.3% | -43.6% | -37.4% |
| 3Y | +33.4% | +73.4% | -40.0% | -16.6% |
| All | +76.0% | +57.0% | +19.0% | +16.6% |
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 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