-85.6%
NBP vs VT
+121.3%
-206.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -2.2% | +0.4% | -2.6% | -2.6% |
| 30D | +9.8% | +1.0% | +8.8% | +8.8% |
| 3M | 0.0% | +2.4% | -2.4% | -2.5% |
| 6M | -42.1% | +12.0% | -54.1% | -48.7% |
| YTD | -54.8% | +15.3% | -70.1% | -61.1% |
| 1Y | -58.6% | +22.6% | -81.2% | -66.6% |
| 3Y | -7.2% | +74.7% | -81.9% | -48.5% |
| 5Y | -97.5% | +66.1% | -163.6% | -98.5% |
| All | -85.6% | +121.3% | -206.9% | -93.1% |
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