+570.0%
NBIS vs VRT
+74.6%
+495.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.1% | -2.1% | -2.5% |
| 7D | -11.6% | -17.7% | +6.1% | +4.4% |
| 30D | -39.4% | -20.0% | -19.4% | -26.7% |
| 3M | -27.2% | -28.1% | +0.9% | -3.4% |
| 6M | -24.3% | -42.8% | +18.5% | +23.2% |
| YTD | +60.1% | +20.0% | +40.1% | +29.9% |
| 1Y | +21.9% | +3.5% | +18.4% | +13.0% |
| All | +570.0% | +74.6% | +495.4% | +314.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling