-92.7%
NBP vs VT
+107.6%
-200.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -4.1% | -6.0% | -5.6% |
| 7D | -25.0% | -4.2% | -20.8% | -21.2% |
| 30D | -35.1% | -5.8% | -29.3% | -30.6% |
| 3M | -44.6% | -5.2% | -39.4% | -41.0% |
| 6M | -61.8% | +0.1% | -62.0% | -61.8% |
| YTD | -77.2% | +8.2% | -85.4% | -78.9% |
| 1Y | -78.7% | +10.1% | -88.8% | -80.7% |
| 3Y | -50.4% | +69.7% | -120.0% | -71.6% |
| 5Y | -98.5% | +53.4% | -151.9% | -99.1% |
| All | -92.7% | +107.6% | -200.4% | -96.2% |
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