-45.4%
NB vs VT
+93.3%
-138.7%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | 0.0% | +0.4% | -0.4% | -0.5% |
| 30D | -17.7% | +1.0% | -18.7% | -18.5% |
| 3M | -29.9% | +2.4% | -32.3% | -30.8% |
| 6M | -20.7% | +12.0% | -32.7% | -27.3% |
| YTD | -22.1% | +15.3% | -37.4% | -29.5% |
| 1Y | -9.2% | +22.6% | -31.8% | -20.5% |
| 3Y | +14.1% | +74.7% | -60.6% | -6.7% |
| All | -45.4% | +93.3% | -138.7% | -58.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling