+38.4%
NBCR price history and return analytics
+45.4%
-7.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | +0.7% | +1.0% | -0.3% | -0.3% |
| 30D | -1.2% | -0.2% | -1.0% | -1.0% |
| 3M | +4.0% | +4.5% | -0.6% | -0.6% |
| 6M | +11.9% | +14.1% | -2.2% | -2.3% |
| YTD | +9.1% | +14.8% | -5.6% | -5.4% |
| 1Y | +14.2% | +21.2% | -7.0% | -6.7% |
| All | +38.4% | +45.4% | -7.1% | -9.4% |
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