+287.5%
NTB vs VT
+232.6%
+54.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +3.8% | +0.4% | +3.3% | +3.2% |
| 30D | +0.3% | +1.0% | -0.7% | -0.9% |
| 3M | +7.7% | +2.4% | +5.3% | +4.3% |
| 6M | +22.6% | +12.0% | +10.6% | +6.4% |
| YTD | +26.8% | +15.3% | +11.5% | +6.1% |
| 1Y | +39.5% | +22.6% | +16.9% | +8.2% |
| 3Y | +137.8% | +74.7% | +63.1% | +18.3% |
| 5Y | +134.6% | +66.1% | +68.5% | +24.5% |
| All | +287.5% | +232.6% | +54.9% | +9.9% |
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 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