+931.7%
NRIM price history and return analytics
+371.8%
+559.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | +2.6% | +1.0% | +1.6% | +2.0% |
| 30D | -1.3% | -0.2% | -1.1% | -1.2% |
| 3M | +5.6% | +4.5% | +1.0% | +2.8% |
| 6M | +13.8% | +14.1% | -0.2% | +5.4% |
| YTD | -0.9% | +14.8% | -15.7% | -8.6% |
| 1Y | +15.3% | +21.2% | -5.9% | +3.2% |
| 3Y | +185.5% | +76.6% | +108.9% | +109.3% |
| 5Y | +196.6% | +66.6% | +130.0% | +122.7% |
| 10Y | +479.5% | +222.3% | +257.2% | +234.7% |
| All | +931.7% | +371.8% | +559.9% | +504.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling