+397.4%
NECB vs VT
+345.0%
+52.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | -1.4% |
| 7D | +0.1% | -4.2% | +4.3% | +1.7% |
| 30D | +9.3% | -5.8% | +15.1% | +11.7% |
| 3M | +7.7% | -5.2% | +12.9% | +9.8% |
| 6M | +22.2% | +0.1% | +22.1% | +21.8% |
| YTD | +32.9% | +8.2% | +24.6% | +28.6% |
| 1Y | +49.2% | +10.1% | +39.1% | +43.5% |
| 3Y | +102.0% | +69.7% | +32.4% | +67.3% |
| 5Y | +209.0% | +53.4% | +155.6% | +162.7% |
| 10Y | +593.4% | +219.2% | +374.2% | +352.3% |
| All | +397.4% | +345.0% | +52.5% | +155.2% |
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