+1.6%
NBIG vs VT
+16.1%
-14.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | 0.0% | +14.9% | +15.0% |
| 7D | +15.7% | +0.4% | +15.3% | +12.7% |
| 30D | -8.1% | +1.0% | -9.1% | -12.0% |
| 3M | -54.1% | +2.4% | -56.5% | -53.7% |
| 6M | +141.3% | +12.0% | +129.2% | +48.9% |
| YTD | +169.7% | +15.3% | +154.4% | +45.7% |
| All | +1.6% | +16.1% | -14.5% | -44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling