-58.7%
NEBX vs VT
+14.6%
-73.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.2% | +14.5% | +13.2% |
| 7D | -33.9% | -2.3% | -31.6% | -20.4% |
| 30D | -74.5% | -5.0% | -69.6% | -60.1% |
| 3M | -66.9% | -4.9% | -62.0% | -46.9% |
| 6M | -80.2% | -1.5% | -78.7% | -69.7% |
| YTD | -27.1% | +8.5% | -35.6% | -28.2% |
| 1Y | -63.0% | +11.4% | -74.4% | -67.3% |
| All | -58.7% | +14.6% | -73.3% | -64.0% |
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