+79.8%
NEBX vs VT
+21.2%
+58.6%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.5% | -0.5% | +16.0% | +18.8% |
| 7D | +46.8% | +1.0% | +45.8% | +36.8% |
| 30D | +47.4% | -0.2% | +47.6% | +52.4% |
| 3M | -22.5% | +4.5% | -27.1% | -32.1% |
| 6M | +239.1% | +14.1% | +225.0% | +87.2% |
| YTD | +217.3% | +14.8% | +202.6% | +89.9% |
| All | +79.8% | +21.2% | +58.6% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling