+61.8%
NREF price history and return analytics
+110.7%
-48.9%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | -11.3% | -2.3% | -9.0% | -9.8% |
| 30D | -12.5% | -5.0% | -7.6% | -9.5% |
| 3M | -21.5% | -4.9% | -16.6% | -18.8% |
| 6M | -8.1% | -1.5% | -6.6% | -7.4% |
| YTD | +4.9% | +8.5% | -3.6% | -1.1% |
| 1Y | +15.7% | +11.4% | +4.3% | +7.1% |
| 3Y | +31.5% | +70.1% | -38.6% | -9.1% |
| 5Y | +22.6% | +53.7% | -31.1% | -11.1% |
| All | +61.8% | +110.7% | -48.9% | +10.5% |
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