+1,119.4%
NBIS vs VRT
+161.4%
+958.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +3.7% | +4.1% | +4.5% |
| 7D | +22.2% | +13.6% | +8.6% | +9.5% |
| 30D | +29.7% | +6.8% | +23.0% | +23.8% |
| 3M | +11.9% | -3.2% | +15.1% | +16.7% |
| 6M | +173.0% | +20.3% | +152.7% | +135.9% |
| YTD | +191.4% | +79.6% | +111.8% | +68.8% |
| 1Y | +280.7% | +139.0% | +141.7% | +67.8% |
| All | +1,119.4% | +161.4% | +958.0% | +437.9% |
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