+118.0%
NBTX price history and return analytics
+98.0%
+19.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.7% |
| 7D | -4.6% | -1.1% | -3.5% | -3.2% |
| 30D | -6.2% | -1.0% | -5.2% | -4.8% |
| 3M | +4.8% | +3.2% | +1.6% | +0.9% |
| 6M | +11.3% | +12.5% | -1.1% | -2.6% |
| YTD | +60.1% | +14.1% | +46.0% | +37.6% |
| 1Y | +272.0% | +18.9% | +253.1% | +206.9% |
| 3Y | +270.5% | +74.1% | +196.4% | +91.2% |
| 5Y | +203.8% | +66.9% | +136.9% | +55.4% |
| All | +118.0% | +98.0% | +19.9% | -30.9% |
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