+60.4%
NBCM price history and return analytics
+105.7%
-45.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | -0.7% | +2.9% | -3.6% | -1.4% |
| 30D | -7.7% | -2.5% | -5.2% | -7.2% |
| 3M | -0.5% | -3.3% | +2.8% | +0.3% |
| 6M | -4.3% | +1.5% | -5.8% | -4.9% |
| YTD | +30.1% | +11.4% | +18.8% | +25.2% |
| 1Y | +30.5% | +11.9% | +18.6% | +25.4% |
| 3Y | +60.2% | +73.9% | -13.7% | +28.2% |
| All | +60.4% | +105.7% | -45.3% | +20.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling