-63.4%
NB price history and return analytics
+86.1%
-149.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | -4.5% | +2.4% | -6.8% | -7.1% |
| 30D | -11.8% | -1.5% | -10.3% | -9.3% |
| 3M | -45.9% | -4.1% | -41.8% | -42.1% |
| 6M | -53.4% | +0.6% | -54.0% | -52.0% |
| YTD | -47.7% | +11.0% | -58.8% | -49.8% |
| 1Y | -49.0% | +13.3% | -62.3% | -51.5% |
| 3Y | -30.6% | +73.4% | -104.0% | -41.3% |
| All | -63.4% | +86.1% | -149.5% | -70.2% |
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