+28.0%
NBIS vs VUG
+4.9%
+23.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.5% | -8.2% | -11.2% |
| 7D | -22.4% | -3.0% | -19.4% | -14.6% |
| 30D | -39.1% | -6.4% | -32.7% | -24.5% |
| 3M | -37.3% | -3.2% | -34.1% | -29.2% |
| 6M | -19.8% | +3.1% | -22.9% | -20.9% |
| YTD | +69.1% | +6.3% | +62.8% | +56.4% |
| 1Y | +28.0% | +5.2% | +22.8% | +20.7% |
| All | +28.0% | +4.9% | +23.1% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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