+9.9%
NNNN price history and return analytics
+32.8%
-23.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.9% |
| 7D | -3.1% | -1.1% | -2.0% | -2.8% |
| 30D | -35.9% | -1.0% | -34.9% | -35.7% |
| 3M | -61.4% | +3.2% | -64.6% | -61.8% |
| 6M | -71.1% | +12.5% | -83.5% | -72.1% |
| YTD | -78.9% | +14.1% | -93.0% | -79.7% |
| 1Y | -85.4% | +18.9% | -104.4% | -86.1% |
| All | +9.9% | +32.8% | -23.0% | +18.7% |
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