-48.2%
NBP vs VT
+74.0%
-122.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.8% |
| 7D | -6.6% | +2.4% | -8.9% | -9.2% |
| 30D | -33.6% | -1.5% | -32.1% | -32.2% |
| 3M | -55.3% | -4.1% | -51.1% | -52.8% |
| 6M | -58.5% | +0.6% | -59.1% | -58.6% |
| YTD | -78.6% | +11.0% | -89.7% | -81.0% |
| 1Y | -79.6% | +13.3% | -93.0% | -82.3% |
| 3Y | -48.2% | +73.4% | -121.6% | -79.3% |
| All | -48.2% | +74.0% | -122.2% | -79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling