+1,101.8%
NBIS vs VTR
+43.6%
+1,058.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.7% |
| 7D | +17.8% | -2.9% | +20.7% | +16.1% |
| 30D | +30.5% | -2.8% | +33.3% | +28.0% |
| 3M | +9.2% | +9.0% | +0.2% | +11.6% |
| 6M | +153.2% | +5.0% | +148.2% | +157.5% |
| YTD | +187.1% | +16.9% | +170.2% | +199.4% |
| 1Y | +151.1% | +34.3% | +116.8% | +171.4% |
| All | +1,101.8% | +43.6% | +1,058.2% | +1,185.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling