-71.5%
NABL price history and return analytics
+65.7%
-137.2%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.9% |
| 7D | -4.9% | -1.1% | -3.8% | -3.8% |
| 30D | +19.1% | -1.0% | +20.1% | +20.5% |
| 3M | +21.0% | +3.2% | +17.8% | +17.1% |
| 6M | -19.8% | +12.5% | -32.2% | -29.5% |
| YTD | -48.4% | +14.1% | -62.5% | -55.5% |
| 1Y | -54.3% | +18.9% | -73.2% | -62.4% |
| 3Y | -71.2% | +74.1% | -145.3% | -84.6% |
| All | -71.5% | +65.7% | -137.2% | -83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling