+71.9%
NBR vs VT
+11.9%
+60.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | +16.6% | +2.9% | +13.7% | +15.3% |
| 30D | +3.6% | -2.5% | +6.1% | +4.5% |
| 3M | -7.2% | -3.3% | -3.8% | -6.1% |
| 6M | -18.3% | +1.5% | -19.9% | -18.6% |
| YTD | +53.4% | +11.4% | +42.0% | +44.1% |
| 1Y | +71.9% | +11.9% | +60.0% | +61.1% |
| All | +71.9% | +11.9% | +60.1% | +61.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling