+69.0%
NBBK price history and return analytics
+60.8%
+8.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.5% |
| 7D | -0.5% | -2.0% | +1.5% | +0.9% |
| 30D | +0.5% | -1.4% | +1.9% | +1.5% |
| 3M | +11.8% | +4.7% | +7.1% | +7.9% |
| 6M | +8.2% | +11.4% | -3.1% | -0.3% |
| YTD | +16.5% | +13.1% | +3.4% | +5.9% |
| 1Y | +24.7% | +19.0% | +5.7% | +8.6% |
| All | +69.0% | +60.8% | +8.2% | +22.3% |
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