-69.6%
NBIL vs VT
+10.5%
-80.2%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.2% | +14.4% | +13.1% |
| 7D | -33.5% | -2.3% | -31.1% | -19.8% |
| 30D | -74.5% | -5.0% | -69.5% | -59.7% |
| 3M | -66.6% | -4.9% | -61.7% | -46.0% |
| 6M | -80.0% | -1.5% | -78.4% | -69.1% |
| YTD | -25.6% | +8.5% | -34.1% | -28.1% |
| 1Y | -61.7% | +11.4% | -73.0% | -67.4% |
| All | -69.6% | +10.5% | -80.2% | -73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling