-98.6%
NBIZ vs VT
+7.8%
-106.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.5% | +11.0% | +7.2% |
| 7D | +12.6% | -0.1% | +12.8% | +17.5% |
| 30D | +90.9% | -3.1% | +93.9% | +72.4% |
| 3M | -41.4% | -3.5% | -37.9% | -43.8% |
| 6M | -86.8% | +0.5% | -87.3% | -77.5% |
| All | -98.6% | +7.8% | -106.4% | -96.0% |
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