-10.7%
NN price history and return analytics
+119.2%
-129.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.7% |
| 7D | +8.5% | +2.9% | +5.6% | +5.3% |
| 30D | -23.0% | -2.5% | -20.5% | -20.6% |
| 3M | -54.7% | -3.3% | -51.4% | -52.8% |
| 6M | -56.6% | +1.5% | -58.2% | -56.9% |
| YTD | -47.7% | +11.4% | -59.0% | -52.7% |
| 1Y | -30.8% | +11.9% | -42.7% | -37.6% |
| 3Y | +89.3% | +73.9% | +15.5% | +18.4% |
| 5Y | -4.5% | +57.9% | -62.4% | -39.2% |
| All | -10.7% | +119.2% | -129.9% | -44.0% |
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 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