-99.1%
NBIZ vs VT
+9.0%
-108.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -31.3% | +1.1% | -32.5% | -23.1% |
| 7D | -31.5% | -0.7% | -30.8% | -27.7% |
| 30D | +19.2% | -1.7% | +20.9% | +22.1% |
| 3M | -55.5% | -2.3% | -53.2% | -51.8% |
| 6M | -89.9% | +1.5% | -91.4% | -80.7% |
| All | -99.1% | +9.0% | -108.1% | -96.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling