+92.4%
NNBR vs VT
+12.5%
+79.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.7% |
| 7D | -18.3% | -0.1% | -18.1% | -17.2% |
| 30D | -23.0% | -3.1% | -20.0% | -17.8% |
| 3M | -16.3% | -3.5% | -12.8% | -10.1% |
| 6M | +8.6% | +0.5% | +8.1% | +10.7% |
| YTD | +137.5% | +10.8% | +126.7% | +122.8% |
| 1Y | +92.4% | +11.9% | +80.5% | +78.7% |
| All | +92.4% | +12.5% | +79.9% | +78.7% |
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