+28.0%
NBIS vs VGT
+18.8%
+9.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -7.3% |
| 7D | -22.4% | -6.5% | -15.9% | -7.1% |
| 30D | -39.1% | -10.6% | -28.6% | -17.2% |
| 3M | -37.3% | -3.7% | -33.6% | -28.7% |
| 6M | -19.8% | +10.4% | -30.1% | -32.1% |
| YTD | +69.1% | +23.1% | +46.0% | +9.8% |
| 1Y | +28.0% | +19.9% | +8.1% | -12.2% |
| All | +28.0% | +18.8% | +9.2% | -12.2% |
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