-44.1%
NBIS vs VRT
-46.2%
+2.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -3.6% | -6.3% | -6.4% |
| 7D | -10.5% | +10.5% | -21.0% | -18.4% |
| 30D | -37.7% | -9.3% | -28.4% | -32.0% |
| 3M | -54.6% | -29.6% | -25.0% | -35.7% |
| 6M | -44.1% | -45.4% | +1.3% | +4.5% |
| All | -44.1% | -46.2% | +2.1% | +4.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling