+1,040.6%
NBIS vs VLO
+196.2%
+844.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -4.8% |
| 7D | +8.3% | +4.0% | +4.3% | +7.0% |
| 30D | +18.1% | +19.0% | -0.9% | +11.9% |
| 3M | +7.8% | +50.0% | -42.2% | -5.0% |
| 6M | +136.6% | +79.1% | +57.4% | +89.4% |
| YTD | +172.5% | +140.3% | +32.2% | +87.3% |
| 1Y | +144.3% | +148.3% | -4.1% | +63.9% |
| All | +1,040.6% | +196.2% | +844.3% | +504.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling