+38.6%
NBOS price history and return analytics
+58.6%
-20.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.3% |
| 7D | -0.9% | -0.7% | -0.2% | -0.6% |
| 30D | -1.0% | -1.7% | +0.8% | 0.0% |
| 3M | +1.5% | -2.3% | +3.8% | +2.8% |
| 6M | +5.7% | +1.5% | +4.2% | +4.6% |
| YTD | +11.3% | +12.0% | -0.8% | +3.6% |
| 1Y | +13.1% | +12.9% | +0.2% | +4.8% |
| All | +38.6% | +58.6% | -20.0% | +6.8% |
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