+205.2%
NECB vs VT
+53.4%
+151.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.3% | -2.3% | +2.7% | +1.5% |
| 30D | +7.1% | -5.0% | +12.1% | +9.8% |
| 3M | +8.7% | -4.9% | +13.6% | +11.3% |
| 6M | +21.2% | -1.5% | +22.8% | +21.7% |
| YTD | +32.9% | +8.5% | +24.4% | +26.6% |
| 1Y | +52.8% | +11.4% | +41.4% | +43.5% |
| 3Y | +99.2% | +70.1% | +29.2% | +58.2% |
| All | +205.2% | +53.4% | +151.8% | +148.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling