-56.2%
NEBX vs VT
+17.0%
-73.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.5% | -9.8% | -7.0% |
| 7D | -26.1% | -0.1% | -26.0% | -22.4% |
| 30D | -68.7% | -3.1% | -65.6% | -56.6% |
| 3M | -62.5% | -3.5% | -59.0% | -44.6% |
| 6M | -74.5% | +0.5% | -74.9% | -65.3% |
| YTD | -22.7% | +10.8% | -33.4% | -32.9% |
| 1Y | -60.8% | +11.9% | -72.7% | -67.1% |
| All | -56.2% | +17.0% | -73.2% | -66.3% |
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 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