+32.0%
NRIX price history and return analytics
+130.4%
-98.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.6% | -4.2% |
| 7D | -4.0% | -1.1% | -2.9% | -2.3% |
| 30D | -5.7% | -1.0% | -4.8% | -4.3% |
| 3M | +47.8% | +3.2% | +44.7% | +40.0% |
| 6M | +57.4% | +12.5% | +44.9% | +29.2% |
| YTD | +32.3% | +14.1% | +18.3% | +6.3% |
| 1Y | +172.8% | +18.9% | +153.9% | +104.6% |
| 3Y | +169.3% | +74.1% | +95.2% | +10.8% |
| 5Y | -29.9% | +66.9% | -96.7% | -67.9% |
| All | +32.0% | +130.4% | -98.4% | -54.9% |
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