+157.4%
NBIS vs VRT
+96.1%
+61.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.6% | +8.2% | +6.4% |
| 7D | +17.8% | +2.4% | +15.4% | +14.9% |
| 30D | +30.5% | -2.7% | +33.2% | +34.1% |
| 3M | +9.2% | -9.2% | +18.4% | +19.7% |
| 6M | +153.2% | -0.5% | +153.7% | +161.9% |
| YTD | +187.1% | +62.3% | +124.8% | +99.4% |
| All | +157.4% | +96.1% | +61.3% | +72.5% |
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