-30.2%
NRC price history and return analytics
+75.6%
-105.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.8% |
| 7D | -0.8% | -0.7% | -0.1% | -0.2% |
| 30D | +31.6% | -1.7% | +33.4% | +33.3% |
| 3M | +26.6% | -2.3% | +28.9% | +28.7% |
| 6M | +45.8% | +1.5% | +44.3% | +43.9% |
| YTD | +46.7% | +12.0% | +34.7% | +33.6% |
| 1Y | +86.0% | +12.9% | +73.2% | +68.0% |
| All | -30.2% | +75.6% | -105.8% | -53.3% |
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