+28.0%
NBIS vs VST
-35.7%
+63.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -13.8% | +7.2% | +4.4% |
| 7D | -22.4% | -15.7% | -6.7% | -11.3% |
| 30D | -39.1% | -17.0% | -22.2% | -29.8% |
| 3M | -37.3% | -15.9% | -21.4% | -28.1% |
| 6M | -19.8% | -25.0% | +5.2% | +1.0% |
| YTD | +69.1% | -25.1% | +94.2% | +105.4% |
| 1Y | +28.0% | -34.9% | +62.9% | +86.1% |
| All | +28.0% | -35.7% | +63.7% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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