+1,022.8%
NBIS vs VCLT
0.0%
+1,022.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -0.8% | -1.4% | +0.5% | +0.4% |
| 30D | -13.4% | -1.2% | -12.2% | -12.5% |
| 3M | +1.0% | -4.8% | +5.8% | +5.3% |
| 6M | +100.5% | -2.6% | +103.1% | +106.8% |
| YTD | +168.3% | -3.3% | +171.6% | +177.7% |
| 1Y | +151.8% | -4.8% | +156.6% | +162.9% |
| All | +1,022.8% | 0.0% | +1,022.7% | +1,059.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling