+255.6%
NTB price history and return analytics
+219.5%
+36.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.1% |
| 7D | +2.7% | -0.1% | +2.9% | +2.7% |
| 30D | -1.8% | -3.1% | +1.3% | +1.5% |
| 3M | -9.0% | -3.5% | -5.5% | -5.5% |
| 6M | +2.0% | +0.5% | +1.5% | +0.5% |
| YTD | +16.4% | +10.8% | +5.6% | +1.7% |
| 1Y | +26.1% | +11.9% | +14.2% | +8.7% |
| 3Y | +139.9% | +73.0% | +66.9% | +19.7% |
| 5Y | +77.8% | +58.6% | +19.2% | -0.7% |
| 10Y | +220.3% | +219.2% | +1.2% | -5.3% |
| All | +255.6% | +219.5% | +36.2% | +5.2% |
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