+1,022.8%
NBIS vs VTV
+31.0%
+991.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -3.0% |
| 7D | -0.8% | -1.1% | +0.3% | +1.2% |
| 30D | -13.4% | -1.0% | -12.3% | -11.7% |
| 3M | +1.0% | +4.6% | -3.6% | -7.1% |
| 6M | +100.5% | +13.5% | +87.0% | +58.2% |
| YTD | +168.3% | +18.5% | +149.8% | +97.8% |
| 1Y | +151.8% | +22.9% | +128.9% | +73.7% |
| All | +1,022.8% | +31.0% | +991.8% | +533.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 3y: compounded portfolio wealth divided by compounded VTV 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…
3y analysis · Full analysis span regression · 6 months rolling