+28.0%
NBIS vs VTR
+22.5%
+5.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.5% | -9.2% | -4.1% |
| 7D | -22.4% | +10.0% | -32.4% | -14.1% |
| 30D | -39.1% | +9.6% | -48.8% | -32.6% |
| 3M | -37.3% | -1.2% | -36.1% | -37.1% |
| 6M | -19.8% | +2.8% | -22.6% | -15.2% |
| YTD | +69.1% | +17.4% | +51.7% | +77.1% |
| 1Y | +28.0% | +22.0% | +6.0% | +36.8% |
| All | +28.0% | +22.5% | +5.6% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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