+29.5%
NBXG vs VT
+73.8%
-44.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.8% |
| 7D | +3.1% | -0.1% | +3.3% | +3.3% |
| 30D | +1.3% | -0.7% | +2.0% | +2.3% |
| 3M | 0.0% | +4.0% | -4.0% | -4.6% |
| 6M | +23.8% | +12.3% | +11.5% | +6.8% |
| YTD | +14.9% | +14.0% | +0.9% | -2.9% |
| 1Y | +14.3% | +20.3% | -6.0% | -10.0% |
| 3Y | +92.9% | +75.4% | +17.4% | -8.9% |
| 5Y | +29.2% | +66.0% | -36.7% | -33.5% |
| All | +29.5% | +73.8% | -44.3% | -34.3% |
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