-11.5%
NN price history and return analytics
+57.5%
-69.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.4% | -5.3% |
| 7D | -14.7% | -0.1% | -14.6% | -14.6% |
| 30D | -32.0% | -3.1% | -28.9% | -29.2% |
| 3M | -45.6% | -3.5% | -42.1% | -42.8% |
| 6M | -57.6% | +0.5% | -58.0% | -57.3% |
| YTD | -49.5% | +10.8% | -60.3% | -54.7% |
| 1Y | -33.5% | +11.9% | -45.4% | -40.9% |
| 3Y | +82.6% | +73.0% | +9.6% | +6.3% |
| 5Y | -11.5% | +58.6% | -70.1% | -45.2% |
| All | -11.5% | +57.5% | -69.0% | -45.2% |
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 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