+105.1%
NNBR vs VT
+13.3%
+91.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.1% | +4.1% | +3.1% |
| 7D | -0.9% | -0.7% | -0.2% | +1.4% |
| 30D | -18.8% | -1.7% | -17.0% | -15.3% |
| 3M | -12.3% | -2.3% | -10.0% | -7.9% |
| 6M | +24.0% | +1.5% | +22.5% | +24.1% |
| YTD | +150.0% | +12.0% | +138.0% | +129.7% |
| 1Y | +105.1% | +12.9% | +92.3% | +87.1% |
| All | +105.1% | +13.3% | +91.9% | +87.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling