+1,022.8%
NBIS vs VZ
+29.0%
+993.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.8% | -0.2% |
| 7D | -0.8% | +0.9% | -1.8% | +0.2% |
| 30D | -13.4% | +7.7% | -21.1% | -5.9% |
| 3M | +1.0% | +9.7% | -8.6% | +15.5% |
| 6M | +100.5% | +3.1% | +97.4% | +120.1% |
| YTD | +168.3% | +30.5% | +137.8% | +262.1% |
| 1Y | +151.8% | +22.5% | +129.3% | +225.1% |
| All | +1,022.8% | +29.0% | +993.8% | +1,683.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling