+151.1%
NBIS vs VLTO
-10.6%
+161.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -2.1% |
| 7D | +17.8% | -2.6% | +20.3% | +15.5% |
| 30D | +30.5% | -2.5% | +33.0% | +28.9% |
| 3M | +9.2% | +10.1% | -0.9% | +10.9% |
| 6M | +153.2% | +1.0% | +152.2% | +158.7% |
| YTD | +187.1% | -4.8% | +191.9% | +186.0% |
| 1Y | +151.1% | -9.3% | +160.4% | +148.1% |
| All | +151.1% | -10.6% | +161.7% | +148.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling