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Asset Comparison and Correlation

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Investment horizon: 
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 Vanguard 500 Index Inv  vs   Neuberger Berman Focus Adv
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Daily Returns (%)
NBFAX   VFINX   
 
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Timeline
Assuming 30 trading days horizon, Vanguard 500 Index Inv is expected to generate 0.93 times more return on investment than Neuberger. However, Vanguard 500 Index Inv is 1.07 times less risky than Neuberger. It trades about 0.67 of its potential returns per unit of risk. Neuberger Berman Focus Adv is currently generating about 0.59 per unit of risk. If you would invest  14,344  in Vanguard 500 Index Inv on April 18, 2013 and sell it today you would earn a total of  1,066  from holding Vanguard 500 Index Inv or generate 7.43% return on investment over 30 days.

Diversification

Poor diversification
Overlapping area represents amount of risk that can be diversified away by holding Vanguard 500 Index Inv and Neuberger Berman Focus Adv in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.79
Parameters
Time Period1 Month [change]
DirectionPositive NBFAX Moved Up vs VFINX
StrengthSignificant
Accuracy95.45%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
NBFAX   VFINX   

Vanguard 500 Index Inv

Alpha
 
Profile
    
Vanguard
Performance
36
Out Of
100
Over 30
Days
?
64% of all equities and portfolios perform better than Vanguard 500 Index Inv. Compared with the overall equity markets, risk-adjusted returns on investments in Vanguard 500 Index Inv are ranked lower than 36 (%) of all global equities and portfolios over the last 30 days.
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Match ups for Vanguard

Vanguard Total Stock Mkt Idx Adm vs. Vanguard 500 Index Inv
Vanguard Total Stock Mkt Idx Signal vs. Vanguard 500 Index Inv
Vanguard Total Stock Market Idx I vs. Vanguard 500 Index Inv
Vanguard Total Stock Mkt Idx Inv vs. Vanguard 500 Index Inv
Vanguard Institutional Index Instl Pl vs. Vanguard 500 Index Inv
Vanguard Institutional Index I vs. Vanguard 500 Index Inv
Vanguard 500 Index Admiral vs. Vanguard 500 Index Inv
Vanguard 500 Index Signal vs. Vanguard 500 Index Inv
American Funds Invmt Co of Amer 529C vs. Vanguard 500 Index Inv
  

Neuberger Berman Focus Adv

Alpha
 
Profile
    
Neuberger
Performance
32
Out Of
100
Over 30
Days
?
68% of all equities and portfolios perform better than Neuberger Berman Focus Adv. Compared with the overall equity markets, risk-adjusted returns on investments in Neuberger Berman Focus Adv are ranked lower than 32 (%) of all global equities and portfolios over the last 30 days.
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Backtest
Predict Price
    

Match ups for Neuberger

Vanguard Total Stock Mkt Idx Adm vs. Neuberger Berman Focus Adv
Vanguard Total Stock Mkt Idx Signal vs. Neuberger Berman Focus Adv
Vanguard Total Stock Market Idx I vs. Neuberger Berman Focus Adv
Vanguard Total Stock Mkt Idx Inv vs. Neuberger Berman Focus Adv
Vanguard Institutional Index Instl Pl vs. Neuberger Berman Focus Adv
Vanguard Institutional Index I vs. Neuberger Berman Focus Adv
Vanguard 500 Index Admiral vs. Neuberger Berman Focus Adv
Vanguard 500 Index Inv vs. Neuberger Berman Focus Adv
Vanguard 500 Index Signal vs. Neuberger Berman Focus Adv
American Funds Invmt Co of Amer 529C vs. Neuberger Berman Focus Adv


 
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