+153.2%
NBIS vs VTR
+7.2%
+145.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -2.1% |
| 7D | +17.8% | -2.9% | +20.7% | +14.0% |
| 30D | +30.5% | -2.8% | +33.3% | +24.2% |
| 3M | +9.2% | +9.0% | +0.2% | +13.9% |
| 6M | +153.2% | +5.0% | +148.2% | +179.1% |
| All | +153.2% | +7.2% | +145.9% | +179.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling