-69.4%
NEBX vs VT
+1.5%
-70.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.6% | +1.1% | +30.5% | +21.9% |
| 7D | +12.5% | -0.7% | +13.2% | +29.7% |
| 30D | -54.0% | -1.7% | -52.3% | -38.6% |
| 3M | -54.9% | -2.3% | -52.6% | -34.3% |
| 6M | -69.4% | +1.5% | -70.9% | -61.9% |
| All | -69.4% | +1.5% | -70.9% | -61.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling