+58.6%
NRO price history and return analytics
+223.7%
-165.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.8% | -0.6% |
| 7D | +4.2% | +0.4% | +3.8% | +3.7% |
| 30D | +7.9% | -2.6% | +10.5% | +10.4% |
| 3M | -5.2% | -3.2% | -1.9% | -2.4% |
| 6M | -4.7% | +0.9% | -5.7% | -6.3% |
| YTD | +0.6% | +11.3% | -10.7% | -10.2% |
| 1Y | -1.2% | +14.0% | -15.2% | -13.9% |
| 3Y | +54.3% | +75.8% | -21.6% | -13.4% |
| 5Y | -0.9% | +57.8% | -58.8% | -38.3% |
| 10Y | +58.6% | +219.8% | -161.2% | -48.6% |
| All | +58.6% | +223.7% | -165.1% | -48.6% |
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