+13.8%
NBIL vs VT
+17.5%
-3.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | 0.0% | +14.9% | +15.0% |
| 7D | +15.8% | +0.4% | +15.4% | +12.8% |
| 30D | -7.9% | +1.0% | -8.9% | -11.7% |
| 3M | -53.5% | +2.4% | -55.9% | -52.8% |
| 6M | +146.7% | +12.0% | +134.7% | +54.7% |
| YTD | +178.8% | +15.3% | +163.5% | +57.7% |
| All | +13.8% | +17.5% | -3.7% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling