-27.0%
NNBR vs VT
+66.2%
-93.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.9% |
| 7D | +12.3% | +1.0% | +11.3% | +10.7% |
| 30D | -0.8% | -0.2% | -0.6% | -0.4% |
| 3M | +29.0% | +4.5% | +24.4% | +21.8% |
| 6M | +175.0% | +14.1% | +160.9% | +132.4% |
| YTD | +192.2% | +14.8% | +177.4% | +145.4% |
| 1Y | +49.0% | +21.2% | +27.8% | +16.2% |
| 3Y | +87.9% | +76.6% | +11.4% | -4.2% |
| 5Y | -27.0% | +66.6% | -93.5% | -58.2% |
| All | -27.0% | +66.2% | -93.2% | -58.2% |
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 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