+248.8%
NBIS vs VRT
+123.1%
+125.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.4% | +3.1% | +3.9% |
| 7D | +8.2% | +9.1% | -0.9% | +0.7% |
| 30D | +3.4% | +0.9% | +2.4% | +3.7% |
| 3M | -12.8% | -13.4% | +0.6% | -0.9% |
| 6M | +131.5% | +11.7% | +119.8% | +120.2% |
| YTD | +170.5% | +73.2% | +97.2% | +76.2% |
| 1Y | +248.8% | +123.4% | +125.4% | +107.8% |
| All | +248.8% | +123.1% | +125.7% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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