+248.8%
NBIS vs VTR
+36.9%
+211.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.0% | +9.5% | +5.9% |
| 7D | +8.2% | -1.7% | +9.9% | +6.9% |
| 30D | +3.4% | -2.4% | +5.8% | +0.1% |
| 3M | -12.8% | +14.8% | -27.6% | -8.6% |
| 6M | +131.5% | +5.3% | +126.2% | +137.1% |
| YTD | +170.5% | +18.1% | +152.4% | +187.1% |
| 1Y | +248.8% | +36.7% | +212.1% | +316.7% |
| All | +248.8% | +36.9% | +211.9% | +316.7% |
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