+607.2%
NBIS vs VCIT
+6.6%
+600.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.1% | +9.2% | +9.2% |
| 7D | 0.0% | +0.7% | -0.7% | -0.4% |
| 30D | -36.0% | +1.8% | -37.8% | -36.8% |
| 3M | -24.7% | -1.1% | -23.6% | -23.9% |
| 6M | -20.1% | -1.7% | -18.4% | -19.0% |
| YTD | +69.0% | -1.1% | +70.1% | +71.1% |
| 1Y | +27.1% | -0.4% | +27.5% | +29.0% |
| All | +607.2% | +6.6% | +600.6% | +647.8% |
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