+154.8%
NBIS vs VG
+8.7%
+146.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.1% | +5.6% | +7.7% |
| 7D | +22.2% | -2.5% | +24.7% | +22.3% |
| 30D | +29.7% | +11.1% | +18.7% | +29.2% |
| 3M | +11.9% | +14.9% | -3.0% | +11.5% |
| 6M | +173.0% | +18.4% | +154.7% | +163.6% |
| YTD | +191.4% | +116.6% | +74.8% | +151.2% |
| All | +154.8% | +8.7% | +146.1% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling