+1,022.8%
NBIS vs VOO
+33.7%
+989.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -4.0% |
| 7D | -0.8% | -0.8% | 0.0% | +1.3% |
| 30D | -13.4% | -1.1% | -12.3% | -10.6% |
| 3M | +1.0% | +3.9% | -2.8% | -7.1% |
| 6M | +100.5% | +13.6% | +86.9% | +46.4% |
| YTD | +168.3% | +12.7% | +155.6% | +104.1% |
| 1Y | +151.8% | +17.6% | +134.2% | +73.8% |
| All | +1,022.8% | +33.7% | +989.0% | +646.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling