+1,031.9%
NBIS vs VT
+39.0%
+992.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.5% | +7.5% |
| 7D | +8.2% | +0.4% | +7.8% | +6.9% |
| 30D | +3.4% | +1.0% | +2.4% | +1.0% |
| 3M | -12.8% | +2.4% | -15.2% | -15.5% |
| 6M | +131.5% | +12.0% | +119.5% | +74.4% |
| YTD | +170.5% | +15.3% | +155.1% | +91.1% |
| 1Y | +248.8% | +22.6% | +226.2% | +109.4% |
| All | +1,031.9% | +39.0% | +992.9% | +521.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling