+1,040.6%
NBIS vs VIG
+21.7%
+1,018.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -4.0% |
| 7D | +8.3% | -2.2% | +10.5% | +13.9% |
| 30D | +18.1% | -3.2% | +21.3% | +27.1% |
| 3M | +7.8% | +3.0% | +4.7% | +0.3% |
| 6M | +136.6% | +8.1% | +128.4% | +97.6% |
| YTD | +172.5% | +9.1% | +163.5% | +126.7% |
| 1Y | +144.3% | +12.6% | +131.7% | +90.6% |
| All | +1,040.6% | +21.7% | +1,018.9% | +686.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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