-98.5%
NBIZ vs VT
+5.5%
-104.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | +0.2% | -15.1% | -13.3% |
| 7D | +24.9% | -2.3% | +27.2% | +9.0% |
| 30D | +139.8% | -5.0% | +144.7% | +84.4% |
| 3M | -31.1% | -4.9% | -26.2% | -42.0% |
| 6M | -82.5% | -1.5% | -80.9% | -74.7% |
| All | -98.5% | +5.5% | -104.0% | -96.3% |
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 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