+28.0%
NBIS vs VZ
+24.4%
+3.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.1% | -8.7% | -4.1% |
| 7D | -22.4% | +6.9% | -29.3% | -15.1% |
| 30D | -39.1% | +2.3% | -41.4% | -36.3% |
| 3M | -37.3% | 0.0% | -37.3% | -35.6% |
| 6M | -19.8% | +0.2% | -20.0% | -13.3% |
| YTD | +69.1% | +20.9% | +48.2% | +127.6% |
| 1Y | +28.0% | +25.2% | +2.8% | +85.4% |
| All | +28.0% | +24.4% | +3.6% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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