+476.5%
NBIS vs VG
-35.7%
+512.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.8% | -5.2% | -2.2% |
| 7D | +17.8% | +3.8% | +14.0% | +16.9% |
| 30D | +30.5% | +7.2% | +23.3% | +28.5% |
| 3M | +9.2% | +22.8% | -13.6% | +3.1% |
| 6M | +153.2% | +33.2% | +120.0% | +123.6% |
| YTD | +187.1% | +124.8% | +62.3% | +108.8% |
| 1Y | +151.1% | +15.8% | +135.3% | +120.9% |
| All | +476.5% | -35.7% | +512.2% | +915.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling