+70.0%
NBBK vs VT
+63.2%
+6.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +4.3% | +1.0% | +3.3% | +3.6% |
| 30D | +1.8% | -0.2% | +2.1% | +2.0% |
| 3M | +15.1% | +4.5% | +10.5% | +11.2% |
| 6M | +10.1% | +14.1% | -4.0% | -0.4% |
| YTD | +17.1% | +14.8% | +2.4% | +5.5% |
| 1Y | +23.9% | +21.2% | +2.7% | +6.6% |
| All | +70.0% | +63.2% | +6.8% | +21.8% |
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 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