+77.8%
NTB price history and return analytics
+57.5%
+20.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.9% |
| 7D | +2.7% | -0.1% | +2.9% | +2.8% |
| 30D | -1.8% | -3.1% | +1.3% | +0.8% |
| 3M | -9.0% | -3.5% | -5.5% | -6.3% |
| 6M | +2.0% | +0.5% | +1.5% | +0.9% |
| YTD | +16.4% | +10.8% | +5.6% | +4.8% |
| 1Y | +26.1% | +11.9% | +14.2% | +12.4% |
| 3Y | +139.9% | +73.0% | +66.9% | +37.2% |
| 5Y | +77.8% | +58.6% | +19.2% | +9.1% |
| All | +77.8% | +57.5% | +20.2% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling