+2.0%
NODK price history and return analytics
+196.5%
-194.5%
-44.9%
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% | -0.7% |
| 7D | -1.4% | -1.1% | -0.3% | -0.7% |
| 30D | -2.1% | -1.0% | -1.1% | -1.5% |
| 3M | -2.7% | +3.2% | -5.8% | -4.8% |
| 6M | +15.8% | +12.5% | +3.3% | +6.5% |
| YTD | +13.2% | +14.1% | -0.9% | +2.9% |
| 1Y | +10.8% | +18.9% | -8.1% | -2.1% |
| 3Y | +20.6% | +74.1% | -53.5% | -17.9% |
| 5Y | -19.1% | +66.9% | -85.9% | -43.7% |
| All | +2.0% | +196.5% | -194.5% | -51.9% |
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 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