-1.2%
NBIG price history and return analytics
+14.8%
-16.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -9.4% |
| 7D | -2.7% | -1.1% | -1.6% | +4.6% |
| 30D | -29.6% | -1.0% | -28.6% | -24.1% |
| 3M | -37.4% | +3.2% | -40.5% | -41.2% |
| 6M | +83.9% | +12.5% | +71.4% | +6.8% |
| YTD | +162.4% | +14.1% | +148.4% | +52.5% |
| All | -1.2% | +14.8% | -16.0% | -41.7% |
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