-63.2%
NXB vs VT
+9.3%
-72.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.7% |
| 7D | -4.1% | -2.3% | -1.8% | -1.2% |
| 30D | -31.0% | -5.0% | -26.1% | -26.6% |
| 3M | -35.8% | -4.9% | -30.9% | -31.9% |
| 6M | -45.5% | -1.5% | -44.0% | -44.9% |
| YTD | -33.0% | +8.5% | -41.5% | -43.5% |
| All | -63.2% | +9.3% | -72.5% | -70.1% |
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