+1,101.8%
NBIS vs VLTO
-15.4%
+1,117.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.5% |
| 7D | +17.8% | -2.6% | +20.3% | +17.4% |
| 30D | +30.5% | -2.5% | +33.0% | +30.3% |
| 3M | +9.2% | +10.1% | -0.9% | +4.5% |
| 6M | +153.2% | +1.0% | +152.2% | +152.1% |
| YTD | +187.1% | -4.8% | +191.9% | +192.3% |
| 1Y | +151.1% | -9.3% | +160.4% | +161.7% |
| All | +1,101.8% | -15.4% | +1,117.1% | +977.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VLTO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling