-58.2%
NABL vs VT
+74.0%
-132.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.7% |
| 7D | +0.6% | +2.4% | -1.7% | -1.5% |
| 30D | +9.7% | -1.5% | +11.2% | +11.1% |
| 3M | +32.3% | -4.1% | +36.5% | +37.4% |
| 6M | +38.0% | +0.6% | +37.4% | +37.2% |
| YTD | -34.9% | +11.0% | -45.9% | -41.5% |
| 1Y | -36.4% | +13.3% | -49.8% | -44.1% |
| 3Y | -58.2% | +73.4% | -131.6% | -77.5% |
| All | -58.2% | +74.0% | -132.2% | -77.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling