+3.6%
NOA price history and return analytics
+65.7%
-62.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.9% |
| 7D | +1.0% | -1.1% | +2.2% | +2.0% |
| 30D | -11.2% | -1.0% | -10.2% | -10.4% |
| 3M | +1.0% | +3.2% | -2.1% | -1.9% |
| 6M | -17.9% | +12.5% | -30.4% | -25.9% |
| YTD | -4.3% | +14.1% | -18.4% | -14.8% |
| 1Y | +1.9% | +18.9% | -17.0% | -12.3% |
| 3Y | -40.0% | +74.1% | -114.1% | -61.9% |
| All | +3.6% | +65.7% | -62.1% | -31.5% |
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