+543.2%
NBIS vs VT
+34.2%
+509.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.6% | -16.2% | -14.9% |
| 7D | +6.9% | +2.9% | +4.0% | -1.1% |
| 30D | -37.8% | -2.5% | -35.3% | -30.6% |
| 3M | -50.4% | -3.3% | -47.0% | -42.9% |
| 6M | -28.2% | +1.5% | -29.7% | -25.5% |
| YTD | +53.7% | +11.4% | +42.3% | +25.2% |
| 1Y | +36.3% | +11.9% | +24.4% | +10.3% |
| All | +543.2% | +34.2% | +509.0% | +307.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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