+1,228.8%
NBN vs VT
+374.2%
+854.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.8% | +0.4% | +2.4% | +2.6% |
| 30D | -0.6% | +1.0% | -1.5% | -1.0% |
| 3M | +9.9% | +2.4% | +7.5% | +8.7% |
| 6M | +19.6% | +12.0% | +7.6% | +13.6% |
| YTD | +27.9% | +15.3% | +12.5% | +19.9% |
| 1Y | +20.3% | +22.6% | -2.3% | +9.9% |
| 3Y | +200.9% | +74.7% | +126.2% | +138.5% |
| 5Y | +297.7% | +66.1% | +231.6% | +219.6% |
| 10Y | +1,079.3% | +225.0% | +854.3% | +686.0% |
| All | +1,228.8% | +374.2% | +854.6% | +757.5% |
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