+192.3%
NRT price history and return analytics
+221.8%
-29.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +3.1% | +2.4% | +0.8% | +2.0% |
| 30D | -13.2% | -1.5% | -11.7% | -12.5% |
| 3M | -17.7% | -4.1% | -13.6% | -16.0% |
| 6M | -4.0% | +0.6% | -4.6% | -4.7% |
| YTD | +19.8% | +11.0% | +8.7% | +12.5% |
| 1Y | +26.3% | +13.3% | +13.0% | +17.3% |
| 3Y | +25.0% | +73.4% | -48.4% | -6.9% |
| 5Y | +67.1% | +57.4% | +9.6% | +28.1% |
| All | +192.3% | +221.8% | -29.4% | +35.8% |
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