+248.8%
NBIS vs VGT
+40.8%
+208.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.3% | +7.2% | +6.7% |
| 7D | +8.2% | +1.0% | +7.2% | +5.7% |
| 30D | +3.4% | +1.3% | +2.1% | +1.0% |
| 3M | -12.8% | -1.1% | -11.7% | -7.2% |
| 6M | +131.5% | +32.6% | +98.9% | +25.8% |
| YTD | +170.5% | +29.0% | +141.5% | +59.2% |
| 1Y | +248.8% | +39.7% | +209.1% | +134.3% |
| All | +248.8% | +40.8% | +208.0% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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