+1,031.9%
NBIS vs VCIT
+7.1%
+1,024.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.5% | +7.5% |
| 7D | +8.2% | -0.3% | +8.6% | +8.5% |
| 30D | +3.4% | -0.8% | +4.1% | +4.0% |
| 3M | -12.8% | -1.0% | -11.8% | -12.2% |
| 6M | +131.5% | -1.8% | +133.4% | +132.0% |
| YTD | +170.5% | -0.7% | +171.2% | +172.0% |
| 1Y | +248.8% | +1.0% | +247.8% | +251.2% |
| All | +1,031.9% | +7.1% | +1,024.8% | +1,088.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling