+151.8%
NBIS vs VO
+13.3%
+138.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.3% | -3.9% |
| 7D | -0.8% | -1.5% | +0.7% | +3.8% |
| 30D | -13.4% | -3.0% | -10.3% | -4.6% |
| 3M | +1.0% | +2.8% | -1.8% | -4.4% |
| 6M | +100.5% | +10.9% | +89.6% | +55.8% |
| YTD | +168.3% | +12.5% | +155.8% | +107.0% |
| 1Y | +151.8% | +12.0% | +139.8% | +102.2% |
| All | +151.8% | +13.3% | +138.5% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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