+35.9%
NEBX vs VT
+21.8%
+14.0%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.0% | -0.8% |
| 7D | -7.5% | +0.1% | -7.6% | -7.7% |
| 30D | -24.7% | +0.8% | -25.5% | -26.9% |
| 3M | -57.0% | +2.8% | -59.8% | -57.2% |
| 6M | +165.2% | +13.0% | +152.2% | +60.3% |
| YTD | +139.8% | +15.4% | +124.4% | +39.3% |
| All | +35.9% | +21.8% | +14.0% | -30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling