+69.1%
NBCM vs VT
+113.0%
-44.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.0% | +0.4% | +1.6% | +1.9% |
| 30D | +9.3% | +1.0% | +8.3% | +8.9% |
| 3M | +6.7% | +2.4% | +4.3% | +5.9% |
| 6M | +18.9% | +12.0% | +6.9% | +14.8% |
| YTD | +37.2% | +15.3% | +21.9% | +30.9% |
| 1Y | +46.7% | +22.6% | +24.2% | +36.9% |
| 3Y | +61.9% | +74.7% | -12.7% | +30.5% |
| All | +69.1% | +113.0% | -44.0% | +25.7% |
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 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