+28.0%
NBIS vs VLO
+120.8%
-92.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.8% | -0.9% | -6.8% |
| 7D | -22.4% | -6.0% | -16.4% | -22.4% |
| 30D | -39.1% | -12.9% | -26.3% | -39.6% |
| 3M | -37.3% | +18.3% | -55.6% | -38.7% |
| 6M | -19.8% | +46.4% | -66.2% | -21.0% |
| YTD | +69.1% | +127.7% | -58.7% | +40.3% |
| 1Y | +28.0% | +120.6% | -92.6% | +7.0% |
| All | +28.0% | +120.8% | -92.7% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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