-45.4%
NOA price history and return analytics
+356.5%
-401.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +0.6% | +2.4% | -1.7% | -2.1% |
| 30D | -20.3% | -1.5% | -18.8% | -18.1% |
| 3M | -34.7% | -4.1% | -30.6% | -30.8% |
| 6M | -34.2% | +0.6% | -34.7% | -34.3% |
| YTD | -33.9% | +11.0% | -44.9% | -41.3% |
| 1Y | -28.8% | +13.3% | -42.2% | -38.4% |
| 3Y | -49.8% | +73.4% | -123.2% | -74.0% |
| 5Y | -35.5% | +57.4% | -92.9% | -63.4% |
| 10Y | +256.5% | +221.7% | +34.8% | -19.6% |
| All | -45.4% | +356.5% | -401.9% | -93.9% |
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