-47.1%
NRC price history and return analytics
+76.6%
-123.7%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.2% |
| 7D | +3.7% | +1.0% | +2.7% | +3.0% |
| 30D | +4.2% | -0.2% | +4.4% | +4.4% |
| 3M | +10.5% | +4.5% | +5.9% | +6.9% |
| 6M | +47.7% | +14.1% | +33.7% | +33.4% |
| YTD | +14.8% | +14.8% | +0.1% | +3.3% |
| 1Y | +39.2% | +21.2% | +18.0% | +19.1% |
| 3Y | -47.1% | +76.6% | -123.7% | -62.9% |
| All | -47.1% | +76.6% | -123.7% | -62.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling