+1,076.7%
NBN vs VT
+221.4%
+855.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.8% |
| 7D | +4.2% | +1.0% | +3.2% | +3.2% |
| 30D | -2.6% | -0.2% | -2.4% | -2.4% |
| 3M | +7.8% | +4.5% | +3.3% | +3.2% |
| 6M | +22.4% | +14.1% | +8.3% | +7.5% |
| YTD | +25.0% | +14.8% | +10.3% | +9.1% |
| 1Y | +17.9% | +21.2% | -3.3% | -2.2% |
| 3Y | +187.8% | +76.6% | +111.2% | +68.3% |
| 5Y | +307.0% | +66.6% | +240.4% | +148.1% |
| 10Y | +1,076.7% | +222.3% | +854.4% | +315.9% |
| All | +1,076.7% | +221.4% | +855.2% | +315.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling