+205.1%
NBIX vs VIG
+250.0%
-44.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.8% |
| 7D | +0.4% | -1.1% | +1.4% | +1.2% |
| 30D | -0.2% | -2.7% | +2.6% | +2.0% |
| 3M | -4.0% | +2.5% | -6.5% | -5.9% |
| 6M | +20.6% | +9.2% | +11.4% | +12.3% |
| YTD | +10.1% | +9.8% | +0.3% | +2.2% |
| 1Y | +8.8% | +12.4% | -3.6% | -0.8% |
| 3Y | +42.5% | +55.9% | -13.4% | +0.7% |
| 5Y | +61.5% | +63.9% | -2.5% | +8.2% |
| All | +205.1% | +250.0% | -44.9% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling