+1,101.8%
NBIS vs VCIT
+6.8%
+1,094.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.3% |
| 7D | +17.8% | -0.2% | +18.0% | +17.9% |
| 30D | +30.5% | -0.5% | +31.1% | +31.1% |
| 3M | +9.2% | -0.9% | +10.1% | +9.9% |
| 6M | +153.2% | -1.9% | +155.1% | +154.3% |
| YTD | +187.1% | -1.0% | +188.1% | +189.3% |
| 1Y | +151.1% | +0.2% | +150.9% | +153.8% |
| All | +1,101.8% | +6.8% | +1,094.9% | +1,164.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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