+1,103.5%
NBN vs VT
+223.1%
+880.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.8% | +0.4% | +2.4% | +2.4% |
| 30D | -0.6% | +1.0% | -1.5% | -1.5% |
| 3M | +9.9% | +2.4% | +7.5% | +7.3% |
| 6M | +19.6% | +12.0% | +7.6% | +6.9% |
| YTD | +27.9% | +15.3% | +12.5% | +11.0% |
| 1Y | +20.3% | +22.6% | -2.3% | -1.3% |
| 3Y | +200.9% | +74.7% | +126.2% | +77.7% |
| 5Y | +297.7% | +66.1% | +231.6% | +143.4% |
| All | +1,103.5% | +223.1% | +880.4% | +323.4% |
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 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