-30.3%
NRIX price history and return analytics
+65.7%
-96.0%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.6% | -4.3% |
| 7D | -4.0% | -1.1% | -2.9% | -2.2% |
| 30D | -5.7% | -1.0% | -4.8% | -4.3% |
| 3M | +47.8% | +3.2% | +44.7% | +39.8% |
| 6M | +57.4% | +12.5% | +44.9% | +28.5% |
| YTD | +32.3% | +14.1% | +18.3% | +5.6% |
| 1Y | +172.8% | +18.9% | +153.9% | +102.7% |
| 3Y | +169.3% | +74.1% | +95.2% | +7.0% |
| All | -30.3% | +65.7% | -96.0% | -68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling