+101.1%
NRT price history and return analytics
+20.4%
+80.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.3% |
| 7D | +0.5% | -0.1% | +0.7% | +0.5% |
| 30D | +3.9% | -0.7% | +4.6% | +3.7% |
| 3M | +22.8% | +4.0% | +18.8% | +23.7% |
| 6M | -0.5% | +12.3% | -12.8% | +1.5% |
| YTD | +51.1% | +14.0% | +37.1% | +51.7% |
| 1Y | +101.1% | +20.3% | +80.8% | +94.3% |
| All | +101.1% | +20.4% | +80.6% | +94.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling