+70.7%
NBCM price history and return analytics
+112.0%
-41.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +0.7% | +1.0% | -0.4% | +0.4% |
| 30D | +9.1% | -0.2% | +9.4% | +9.2% |
| 3M | +10.1% | +4.5% | +5.5% | +8.6% |
| 6M | +14.1% | +14.1% | 0.0% | +9.3% |
| YTD | +38.5% | +14.8% | +23.8% | +32.4% |
| 1Y | +47.6% | +21.2% | +26.4% | +38.2% |
| 3Y | +64.3% | +76.6% | -12.3% | +31.5% |
| All | +70.7% | +112.0% | -41.2% | +27.2% |
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