+41.1%
NBIX vs VLTO
+24.3%
+16.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | +0.4% | -2.3% | +2.7% | +1.0% |
| 30D | -0.2% | -2.7% | +2.5% | +0.6% |
| 3M | -4.0% | +14.0% | -18.0% | -8.2% |
| 6M | +20.6% | +3.3% | +17.3% | +18.8% |
| YTD | +10.1% | -5.4% | +15.6% | +11.3% |
| 1Y | +8.8% | -13.3% | +22.1% | +12.9% |
| All | +41.1% | +24.3% | +16.9% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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