+25.5%
NTB vs VT
+13.0%
+12.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +1.5% |
| 7D | -0.4% | +0.4% | -0.7% | -0.6% |
| 30D | -2.3% | -2.6% | +0.3% | -1.4% |
| 3M | -9.1% | -3.2% | -5.9% | -8.0% |
| 6M | +1.4% | +0.9% | +0.5% | +0.9% |
| YTD | +15.8% | +11.3% | +4.5% | +10.9% |
| All | +25.5% | +13.0% | +12.5% | +19.9% |
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