+1,031.9%
NBIS vs VLTO
-13.9%
+1,045.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.6% | +9.1% | +7.3% |
| 7D | +8.2% | -2.3% | +10.5% | +8.0% |
| 30D | +3.4% | -0.9% | +4.3% | +3.4% |
| 3M | -12.8% | +13.8% | -26.6% | -17.1% |
| 6M | +131.5% | +2.0% | +129.5% | +131.7% |
| YTD | +170.5% | -3.2% | +173.7% | +175.9% |
| 1Y | +248.8% | -9.2% | +257.9% | +266.1% |
| All | +1,031.9% | -13.9% | +1,045.9% | +917.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling