+29.8%
NBXG vs VT
+65.7%
-35.8%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.3% |
| 7D | -0.1% | -1.1% | +1.0% | +1.4% |
| 30D | -0.3% | -1.0% | +0.6% | +1.0% |
| 3M | -0.9% | +3.2% | -4.0% | -4.5% |
| 6M | +21.7% | +12.5% | +9.3% | +4.6% |
| YTD | +14.0% | +14.1% | -0.1% | -4.0% |
| 1Y | +12.3% | +18.9% | -6.7% | -10.5% |
| 3Y | +89.8% | +74.1% | +15.8% | -10.8% |
| All | +29.8% | +65.7% | -35.8% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling