+99.2%
NECB vs VT
+69.7%
+29.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.3% | -2.3% | +2.7% | +2.0% |
| 30D | +7.1% | -5.0% | +12.1% | +11.0% |
| 3M | +8.7% | -4.9% | +13.6% | +12.4% |
| 6M | +21.2% | -1.5% | +22.8% | +21.7% |
| YTD | +32.9% | +8.5% | +24.4% | +22.6% |
| 1Y | +52.8% | +11.4% | +41.4% | +37.6% |
| 3Y | +99.2% | +70.1% | +29.2% | +19.0% |
| All | +99.2% | +69.7% | +29.5% | +19.0% |
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 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