-50.8%
NB vs VT
+10.5%
-61.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.2% | +7.0% | +6.4% |
| 7D | -13.2% | -2.3% | -10.9% | -6.4% |
| 30D | -15.9% | -5.0% | -11.0% | +0.4% |
| 3M | -42.7% | -4.9% | -37.8% | -31.2% |
| 6M | -54.7% | -1.5% | -53.1% | -49.7% |
| YTD | -45.3% | +8.5% | -53.8% | -54.6% |
| 1Y | -50.8% | +11.4% | -62.2% | -63.7% |
| All | -50.8% | +10.5% | -61.3% | -63.7% |
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