+121.4%
NBTX vs VT
+96.3%
+25.1%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +3.7% |
| 7D | -6.0% | -2.0% | -4.0% | -3.5% |
| 30D | -2.9% | -1.4% | -1.5% | -0.9% |
| 3M | +12.1% | +4.7% | +7.3% | +6.0% |
| 6M | -2.7% | +11.4% | -14.1% | -13.7% |
| YTD | +62.6% | +13.1% | +49.6% | +41.5% |
| 1Y | +302.1% | +19.0% | +283.1% | +232.2% |
| 3Y | +299.2% | +73.9% | +225.2% | +106.4% |
| 5Y | +208.6% | +65.4% | +143.2% | +59.8% |
| All | +121.4% | +96.3% | +25.1% | -29.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling