+89.9%
NBTX vs VT
+93.4%
-3.4%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.3% |
| 7D | +7.4% | +2.9% | +4.5% | +3.5% |
| 30D | +50.1% | -2.5% | +52.6% | +55.1% |
| 3M | -18.2% | -3.3% | -14.9% | -14.4% |
| 6M | -33.1% | +1.5% | -34.7% | -34.1% |
| YTD | +39.5% | +11.4% | +28.1% | +23.8% |
| 1Y | +49.5% | +11.9% | +37.6% | +32.0% |
| 3Y | +451.3% | +73.9% | +377.4% | +185.9% |
| 5Y | +229.8% | +57.9% | +171.9% | +84.3% |
| All | +89.9% | +93.4% | -3.4% | -37.9% |
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