+1,022.8%
NBIS vs VIG
+22.6%
+1,000.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -3.2% |
| 7D | -0.8% | -1.1% | +0.3% | +1.5% |
| 30D | -13.4% | -2.7% | -10.6% | -7.9% |
| 3M | +1.0% | +2.5% | -1.5% | -5.0% |
| 6M | +100.5% | +9.2% | +91.3% | +63.7% |
| YTD | +168.3% | +9.8% | +158.4% | +119.4% |
| 1Y | +151.8% | +12.4% | +139.4% | +97.0% |
| All | +1,022.8% | +22.6% | +1,000.2% | +661.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling