+151.8%
NBIS vs VSH
+119.5%
+32.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.1% | -7.7% | -6.2% |
| 7D | -0.8% | +4.8% | -5.6% | -4.6% |
| 30D | -13.4% | -0.7% | -12.7% | -12.6% |
| 3M | +1.0% | -43.1% | +44.1% | +45.4% |
| 6M | +100.5% | +91.8% | +8.7% | +28.3% |
| YTD | +168.3% | +131.6% | +36.6% | +53.5% |
| 1Y | +151.8% | +118.1% | +33.7% | +51.7% |
| All | +151.8% | +119.5% | +32.3% | +51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling