+3,775.0%
NBIX vs VT
+356.5%
+3,418.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +1.7% | +2.4% | -0.7% | -0.8% |
| 30D | +23.2% | -1.5% | +24.7% | +25.1% |
| 3M | +11.0% | -4.1% | +15.1% | +15.9% |
| 6M | +3.8% | +0.6% | +3.2% | +2.4% |
| YTD | +18.0% | +11.0% | +7.0% | +4.2% |
| 1Y | +16.1% | +13.3% | +2.8% | +0.3% |
| 3Y | +51.8% | +73.4% | -21.6% | -18.6% |
| 5Y | +90.2% | +57.4% | +32.8% | +9.8% |
| 10Y | +218.4% | +221.7% | -3.3% | -25.5% |
| All | +3,775.0% | +356.5% | +3,418.5% | +459.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling