+1,109.3%
NBN vs VT
+223.7%
+885.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +3.9% |
| 7D | +3.1% | +0.4% | +2.8% | +2.9% |
| 30D | +6.6% | -2.6% | +9.2% | +9.5% |
| 3M | +0.7% | -3.2% | +3.9% | +3.9% |
| 6M | +7.8% | +0.9% | +6.8% | +6.7% |
| YTD | +29.3% | +11.3% | +18.0% | +16.1% |
| 1Y | +57.6% | +14.0% | +43.6% | +38.3% |
| 3Y | +168.1% | +75.8% | +92.3% | +56.5% |
| 5Y | +287.2% | +57.8% | +229.3% | +148.5% |
| 10Y | +1,109.3% | +219.8% | +889.5% | +308.7% |
| All | +1,109.3% | +223.7% | +885.6% | +308.7% |
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