+1,022.8%
NBIS vs VSXY
+172.2%
+850.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.1% | -4.6% | -2.3% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -13.4% | -18.7% | +5.3% | -9.5% |
| 3M | +1.0% | -4.0% | +5.0% | -0.1% |
| 6M | +100.5% | +67.5% | +33.0% | +56.6% |
| YTD | +168.3% | +39.7% | +128.6% | +121.1% |
| 1Y | +151.8% | +180.0% | -28.2% | +43.7% |
| All | +1,022.8% | +172.2% | +850.5% | +530.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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