+205.8%
NBIX vs VT
+226.9%
-21.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.6% |
| 7D | -1.1% | -2.0% | +0.9% | +0.4% |
| 30D | -3.3% | -1.4% | -1.9% | -2.3% |
| 3M | -2.7% | +4.7% | -7.4% | -6.5% |
| 6M | +20.6% | +11.4% | +9.2% | +10.1% |
| YTD | +10.4% | +13.1% | -2.7% | -0.4% |
| 1Y | +10.8% | +19.0% | -8.2% | -4.0% |
| 3Y | +43.3% | +73.9% | -30.7% | -8.7% |
| 5Y | +61.8% | +65.4% | -3.5% | +6.2% |
| All | +205.8% | +226.9% | -21.1% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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