+1,022.8%
NBIS vs VGT
+62.2%
+960.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -4.3% |
| 7D | -0.8% | -0.2% | -0.6% | -0.5% |
| 30D | -13.4% | -0.4% | -12.9% | -12.3% |
| 3M | +1.0% | +4.4% | -3.4% | -3.5% |
| 6M | +100.5% | +32.1% | +68.4% | +15.5% |
| YTD | +168.3% | +28.8% | +139.5% | +67.5% |
| 1Y | +151.8% | +35.3% | +116.4% | +43.9% |
| All | +1,022.8% | +62.2% | +960.5% | +536.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling