+13.5%
NBIG vs VT
+14.8%
-1.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | +1.4% |
| 7D | +36.1% | -0.1% | +36.3% | +36.8% |
| 30D | +49.1% | -0.7% | +49.8% | +59.0% |
| 3M | -26.8% | +4.0% | -30.8% | -34.1% |
| 6M | +187.8% | +12.3% | +175.5% | +69.0% |
| YTD | +201.2% | +14.0% | +187.2% | +75.4% |
| All | +13.5% | +14.8% | -1.3% | -32.9% |
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