+153.2%
NBIS vs VEU
+14.3%
+138.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.7% | +0.4% |
| 7D | +17.8% | +0.3% | +17.5% | +16.9% |
| 30D | +30.5% | +0.7% | +29.9% | +29.5% |
| 3M | +9.2% | +4.7% | +4.5% | +2.7% |
| 6M | +153.2% | +11.6% | +141.5% | +122.0% |
| All | +153.2% | +14.3% | +138.9% | +122.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 6mo: compounded portfolio wealth divided by compounded VEU 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…
6mo analysis · Full analysis span regression · 6 months rolling