+28.0%
NBIS vs VTI
+14.8%
+13.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.5% | -8.2% | -12.6% |
| 7D | -22.4% | -0.6% | -21.8% | -20.4% |
| 30D | -39.1% | -1.0% | -38.2% | -35.8% |
| 3M | -37.3% | -0.8% | -36.5% | -34.1% |
| 6M | -19.8% | +7.1% | -26.8% | -33.2% |
| YTD | +69.1% | +13.4% | +55.7% | +18.3% |
| 1Y | +28.0% | +14.9% | +13.1% | -13.0% |
| All | +28.0% | +14.8% | +13.3% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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