+59.4%
NBDS vs VT
+70.3%
-10.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.1% |
| 7D | +10.1% | +2.9% | +7.2% | +5.6% |
| 30D | -6.5% | -2.5% | -4.0% | -2.4% |
| 3M | -8.7% | -3.3% | -5.4% | -3.3% |
| 6M | +2.4% | +1.5% | +0.9% | +1.3% |
| YTD | +8.2% | +11.4% | -3.1% | -6.2% |
| 1Y | +3.7% | +11.9% | -8.2% | -10.7% |
| 3Y | +71.8% | +73.9% | -2.1% | -19.7% |
| All | +59.4% | +70.3% | -10.8% | -21.4% |
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