+1,022.8%
NBIS vs VEU
+45.7%
+977.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -4.1% |
| 7D | -0.8% | -1.4% | +0.6% | +2.6% |
| 30D | -13.4% | -0.4% | -12.9% | -12.2% |
| 3M | +1.0% | +2.5% | -1.5% | -1.4% |
| 6M | +100.5% | +11.1% | +89.4% | +63.6% |
| YTD | +168.3% | +16.5% | +151.7% | +99.0% |
| 1Y | +151.8% | +22.9% | +128.8% | +65.4% |
| All | +1,022.8% | +45.7% | +977.1% | +462.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling