-57.2%
NEBX vs VT
+11.9%
-69.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.3% | -19.7% | -17.8% |
| 7D | -26.3% | +2.4% | -28.6% | -33.7% |
| 30D | -68.7% | -1.5% | -67.2% | -59.8% |
| 3M | -85.4% | -4.1% | -81.3% | -76.4% |
| 6M | -86.8% | +0.6% | -87.3% | -81.5% |
| YTD | -46.3% | +11.0% | -57.3% | -54.8% |
| 1Y | -57.2% | +13.3% | -70.6% | -67.3% |
| All | -57.2% | +11.9% | -69.1% | -67.3% |
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 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