+3,937.3%
NBIX vs VT
+360.7%
+3,576.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +1.9% |
| 7D | +5.0% | -0.7% | +5.7% | +5.8% |
| 30D | +23.4% | -1.7% | +25.1% | +25.6% |
| 3M | +7.7% | -2.3% | +10.0% | +10.2% |
| 6M | +15.8% | +1.5% | +14.3% | +13.0% |
| YTD | +23.0% | +12.0% | +10.9% | +7.5% |
| 1Y | +18.4% | +12.9% | +5.5% | +2.8% |
| 3Y | +62.7% | +74.9% | -12.2% | -13.6% |
| 5Y | +95.5% | +59.9% | +35.5% | +10.8% |
| 10Y | +231.7% | +224.6% | +7.1% | -23.1% |
| All | +3,937.3% | +360.7% | +3,576.6% | +477.4% |
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