+265.5%
NBN vs VT
+58.5%
+206.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | +2.0% | +2.9% | -0.9% | -0.2% |
| 30D | +1.0% | -2.5% | +3.5% | +3.1% |
| 3M | -5.1% | -3.3% | -1.8% | -2.6% |
| 6M | +4.7% | +1.5% | +3.1% | +3.4% |
| YTD | +22.6% | +11.4% | +11.3% | +12.5% |
| 1Y | +49.1% | +11.9% | +37.2% | +36.3% |
| 3Y | +152.1% | +73.9% | +78.2% | +72.7% |
| 5Y | +265.5% | +57.9% | +207.6% | +164.9% |
| All | +265.5% | +58.5% | +206.9% | +164.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling