+397.6%
NECB vs VT
+346.0%
+51.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.3% | -2.3% | +2.7% | +1.2% |
| 30D | +7.1% | -5.0% | +12.1% | +9.2% |
| 3M | +8.7% | -4.9% | +13.6% | +10.7% |
| 6M | +21.2% | -1.5% | +22.8% | +21.7% |
| YTD | +32.9% | +8.5% | +24.4% | +28.5% |
| 1Y | +52.8% | +11.4% | +41.4% | +46.3% |
| 3Y | +99.2% | +70.1% | +29.2% | +64.8% |
| 5Y | +209.1% | +53.7% | +155.3% | +162.6% |
| 10Y | +593.7% | +220.0% | +373.7% | +352.1% |
| All | +397.6% | +346.0% | +51.6% | +155.1% |
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