-71.2%
NABL price history and return analytics
+72.7%
-143.9%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +1.0% |
| 7D | -3.3% | -2.0% | -1.3% | -1.5% |
| 30D | +22.5% | -1.4% | +24.0% | +24.3% |
| 3M | +25.7% | +4.7% | +21.0% | +20.6% |
| 6M | -19.1% | +11.4% | -30.4% | -27.0% |
| YTD | -48.4% | +13.1% | -61.5% | -54.2% |
| 1Y | -52.9% | +19.0% | -72.0% | -60.5% |
| All | -71.2% | +72.7% | -143.9% | -83.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling