+28.0%
NBIS vs VTRS
+90.6%
-62.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.3% | -6.8% |
| 7D | -22.4% | +2.4% | -24.8% | -22.5% |
| 30D | -39.1% | +9.1% | -48.2% | -39.5% |
| 3M | -37.3% | +9.4% | -46.7% | -37.5% |
| 6M | -19.8% | +28.3% | -48.1% | -21.9% |
| YTD | +69.1% | +58.0% | +11.1% | +60.3% |
| 1Y | +28.0% | +89.7% | -61.7% | +16.1% |
| All | +28.0% | +90.6% | -62.6% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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