+67.2%
NBDS price history and return analytics
+74.3%
-7.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.7% |
| 7D | +0.4% | -0.1% | +0.5% | +0.6% |
| 30D | -2.8% | -0.7% | -2.1% | -1.7% |
| 3M | +3.5% | +4.0% | -0.5% | -2.0% |
| 6M | +24.3% | +12.3% | +12.0% | +5.6% |
| YTD | +13.6% | +14.0% | -0.5% | -5.6% |
| 1Y | +15.0% | +20.3% | -5.3% | -11.3% |
| 3Y | +76.2% | +75.4% | +0.8% | -19.2% |
| All | +67.2% | +74.3% | -7.1% | -20.9% |
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