+1,040.6%
NBIS vs VOO
+32.6%
+1,007.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -3.3% |
| 7D | +8.3% | -2.0% | +10.3% | +14.7% |
| 30D | +18.1% | -1.7% | +19.7% | +24.3% |
| 3M | +7.8% | +4.7% | +3.0% | -2.9% |
| 6M | +136.6% | +12.6% | +124.0% | +77.6% |
| YTD | +172.5% | +11.8% | +160.8% | +112.7% |
| 1Y | +144.3% | +17.5% | +126.7% | +69.2% |
| All | +1,040.6% | +32.6% | +1,007.9% | +677.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling