+560.3%
NECB price history and return analytics
+221.8%
+338.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +0.3% | +2.4% | -2.0% | -0.8% |
| 30D | +5.3% | -1.5% | +6.8% | +6.0% |
| 3M | +9.0% | -4.1% | +13.1% | +11.1% |
| 6M | +25.5% | +0.6% | +25.0% | +24.8% |
| YTD | +33.4% | +11.0% | +22.3% | +26.3% |
| 1Y | +48.3% | +13.3% | +34.9% | +39.0% |
| 3Y | +98.1% | +73.4% | +24.7% | +55.0% |
| 5Y | +206.5% | +57.4% | +149.1% | +148.2% |
| All | +560.3% | +221.8% | +338.5% | +345.9% |
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 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