+77.9%
NNY price history and return analytics
+371.8%
-293.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -1.3% | +1.0% | -2.3% | -1.4% |
| 30D | -2.7% | -0.2% | -2.5% | -2.7% |
| 3M | -5.3% | +4.5% | -9.9% | -5.8% |
| 6M | -3.7% | +14.1% | -17.7% | -5.1% |
| YTD | -3.2% | +14.8% | -18.0% | -4.8% |
| 1Y | +2.7% | +21.2% | -18.5% | +0.5% |
| 3Y | +12.2% | +76.6% | -64.4% | +5.0% |
| 5Y | -2.8% | +66.6% | -69.4% | -8.7% |
| 10Y | +12.4% | +222.3% | -209.9% | -1.7% |
| All | +77.9% | +371.8% | -293.9% | +52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling