+673.5%
NBIS vs VLTO
+6.3%
+667.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.5% | +15.0% | +15.6% |
| 7D | +9.3% | +1.5% | +7.8% | +9.7% |
| 30D | -26.4% | +20.9% | -47.3% | -22.6% |
| 3M | -19.9% | +21.4% | -41.3% | -15.5% |
| 6M | -16.9% | +37.6% | -54.5% | -15.9% |
| YTD | +84.8% | +19.5% | +65.3% | +98.9% |
| 1Y | +51.3% | +22.0% | +29.3% | +60.4% |
| All | +673.5% | +6.3% | +667.2% | +633.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling