-87.3%
NBP price history and return analytics
+118.8%
-206.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.9% | -6.8% | -6.9% |
| 7D | -11.7% | -1.1% | -10.6% | -10.6% |
| 30D | -15.0% | -1.0% | -14.0% | -13.9% |
| 3M | +8.2% | +3.2% | +5.0% | +4.5% |
| 6M | -50.6% | +12.5% | -63.1% | -56.4% |
| YTD | -60.1% | +14.1% | -74.1% | -65.3% |
| 1Y | -59.2% | +18.9% | -78.1% | -66.0% |
| 3Y | +3.9% | +74.1% | -70.2% | -42.1% |
| 5Y | -97.8% | +66.9% | -164.7% | -98.7% |
| All | -87.3% | +118.8% | -206.1% | -93.8% |
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