+1,022.8%
NBIS vs VTRS
+52.4%
+970.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -0.8% | -2.2% | +1.4% | -0.1% |
| 30D | -13.4% | +3.3% | -16.7% | -14.3% |
| 3M | +1.0% | +2.0% | -0.9% | +0.1% |
| 6M | +100.5% | +19.9% | +80.6% | +83.5% |
| YTD | +168.3% | +35.7% | +132.5% | +132.6% |
| 1Y | +151.8% | +68.1% | +83.7% | +96.2% |
| All | +1,022.8% | +52.4% | +970.4% | +683.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling