+55.8%
NBDS vs VT
+69.4%
-13.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.3% |
| 7D | -1.8% | -0.1% | -1.7% | -1.4% |
| 30D | -10.9% | -3.1% | -7.9% | -6.2% |
| 3M | -9.5% | -3.5% | -6.0% | -3.9% |
| 6M | -0.3% | +0.5% | -0.8% | +0.2% |
| YTD | +5.8% | +10.8% | -5.0% | -7.7% |
| 1Y | +0.5% | +11.9% | -11.4% | -13.4% |
| 3Y | +67.9% | +73.0% | -5.1% | -20.9% |
| All | +55.8% | +69.4% | -13.6% | -22.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling