+399.0%
NECB price history and return analytics
+360.7%
+38.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.1% |
| 7D | -2.6% | -0.7% | -1.9% | -2.4% |
| 30D | +5.2% | -1.7% | +7.0% | +5.9% |
| 3M | +9.6% | -2.3% | +11.9% | +10.5% |
| 6M | +23.5% | +1.5% | +22.0% | +22.6% |
| YTD | +33.3% | +12.0% | +21.2% | +27.3% |
| 1Y | +49.1% | +12.9% | +36.2% | +42.1% |
| 3Y | +98.9% | +74.9% | +24.0% | +62.8% |
| 5Y | +207.1% | +59.9% | +147.2% | +157.2% |
| 10Y | +572.5% | +224.6% | +347.9% | +335.5% |
| All | +399.0% | +360.7% | +38.3% | +152.7% |
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 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