+1,119.4%
NBIS vs VLO
+194.2%
+925.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +3.3% | +4.5% | +6.7% |
| 7D | +22.2% | +5.8% | +16.5% | +20.2% |
| 30D | +29.7% | +28.3% | +1.4% | +20.1% |
| 3M | +11.9% | +48.7% | -36.9% | -1.1% |
| 6M | +173.0% | +71.9% | +101.1% | +122.3% |
| YTD | +191.4% | +138.7% | +52.7% | +100.7% |
| 1Y | +280.7% | +148.5% | +132.3% | +156.3% |
| All | +1,119.4% | +194.2% | +925.2% | +547.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling