+128.5%
NBTX vs VT
+100.3%
+28.2%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -5.9% | +0.4% | -6.3% | -6.5% |
| 30D | -2.2% | +1.0% | -3.2% | -3.3% |
| 3M | +5.1% | +2.4% | +2.7% | +2.4% |
| 6M | +8.0% | +12.0% | -4.0% | -4.9% |
| YTD | +67.8% | +15.3% | +52.5% | +42.2% |
| 1Y | +355.2% | +22.6% | +332.6% | +262.3% |
| 3Y | +312.5% | +74.7% | +237.8% | +112.1% |
| 5Y | +178.5% | +66.1% | +112.4% | +44.3% |
| All | +128.5% | +100.3% | +28.2% | -28.6% |
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