+1,119.4%
NBIS vs VSH
+80.1%
+1,039.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.0% | +8.8% | +8.4% |
| 7D | +22.2% | +6.2% | +16.0% | +17.4% |
| 30D | +29.7% | -11.1% | +40.9% | +41.1% |
| 3M | +11.9% | -44.9% | +56.8% | +61.5% |
| 6M | +173.0% | +90.0% | +83.1% | +90.8% |
| YTD | +191.4% | +118.8% | +72.6% | +87.8% |
| 1Y | +280.7% | +109.0% | +171.7% | +150.0% |
| All | +1,119.4% | +80.1% | +1,039.3% | +727.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VSH 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling