+1,119.4%
NBIS vs VLTO
-14.6%
+1,134.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.8% | +8.5% | +7.6% |
| 7D | +22.2% | -1.6% | +23.8% | +22.0% |
| 30D | +29.7% | -2.9% | +32.6% | +29.6% |
| 3M | +11.9% | +12.7% | -0.8% | +6.5% |
| 6M | +173.0% | +1.6% | +171.4% | +172.4% |
| YTD | +191.4% | -4.0% | +195.3% | +196.9% |
| 1Y | +280.7% | -10.2% | +290.9% | +300.4% |
| All | +1,119.4% | -14.6% | +1,134.0% | +994.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling