+41.5%
NBIX vs VT
+75.3%
-33.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | -1.0% | +1.0% | -2.1% | -1.8% |
| 30D | -5.1% | -0.2% | -4.8% | -5.0% |
| 3M | -4.9% | +4.5% | -9.4% | -8.3% |
| 6M | +21.1% | +14.1% | +7.0% | +8.8% |
| YTD | +9.4% | +14.8% | -5.4% | -2.2% |
| 1Y | +7.9% | +21.2% | -13.3% | -7.6% |
| All | +41.5% | +75.3% | -33.8% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling