+529.3%
NOA price history and return analytics
+229.8%
+299.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.0% |
| 7D | +1.0% | -1.1% | +2.2% | +2.2% |
| 30D | -11.2% | -1.0% | -10.2% | -10.3% |
| 3M | +1.0% | +3.2% | -2.1% | -2.3% |
| 6M | -17.9% | +12.5% | -30.4% | -26.9% |
| YTD | -4.3% | +14.1% | -18.4% | -16.1% |
| 1Y | +1.9% | +18.9% | -17.0% | -14.1% |
| 3Y | -40.0% | +74.1% | -114.1% | -65.3% |
| 5Y | +7.5% | +66.9% | -59.4% | -35.8% |
| All | +529.3% | +229.8% | +299.5% | +92.8% |
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