-60.5%
NXB vs VT
+11.8%
-72.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.3% | -3.3% |
| 7D | -5.1% | -1.6% | -3.5% | -3.2% |
| 30D | -21.5% | -2.5% | -19.0% | -19.1% |
| 3M | -29.2% | -1.3% | -27.9% | -28.4% |
| 6M | -44.6% | +3.1% | -47.7% | -47.9% |
| YTD | -28.2% | +10.9% | -39.2% | -41.2% |
| All | -60.5% | +11.8% | -72.3% | -68.8% |
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