-29.1%
NOAH price history and return analytics
+13.3%
-42.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.5% | -1.6% | +0.1% | -0.3% |
| 30D | -13.1% | -2.5% | -10.6% | -11.5% |
| 3M | -20.4% | -1.3% | -19.1% | -19.8% |
| 6M | -26.5% | +3.1% | -29.6% | -28.8% |
| YTD | -22.1% | +10.9% | -33.0% | -28.4% |
| All | -29.1% | +13.3% | -42.4% | -35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling