+94.1%
NBTX vs VT
+94.5%
-0.5%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -1.3% |
| 7D | +10.9% | -0.7% | +11.6% | +11.6% |
| 30D | +40.8% | -1.7% | +42.6% | +44.0% |
| 3M | -14.9% | -2.3% | -12.6% | -12.1% |
| 6M | -38.5% | +1.5% | -40.0% | -39.3% |
| YTD | +42.5% | +12.0% | +30.5% | +25.4% |
| 1Y | +57.5% | +12.9% | +44.6% | +37.6% |
| 3Y | +463.2% | +74.9% | +388.3% | +189.7% |
| 5Y | +237.9% | +59.9% | +178.0% | +85.1% |
| All | +94.1% | +94.5% | -0.5% | -37.0% |
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 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