-5.7%
NBHC vs VT
+57.4%
-63.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -1.6% |
| 7D | -2.4% | +0.4% | -2.8% | -2.8% |
| 30D | -2.1% | -2.6% | +0.5% | 0.0% |
| 3M | -12.2% | -3.2% | -9.0% | -9.9% |
| 6M | -12.0% | +0.9% | -12.9% | -13.5% |
| YTD | 0.0% | +11.3% | -11.3% | -10.5% |
| 1Y | +5.4% | +14.0% | -8.6% | -7.7% |
| 3Y | +27.8% | +75.8% | -48.1% | -24.8% |
| 5Y | -5.7% | +57.8% | -63.5% | -41.3% |
| All | -5.7% | +57.4% | -63.1% | -41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling