+3,502.8%
NBIX vs VT
+374.2%
+3,128.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +1.0% | +0.4% | +0.6% | +0.5% |
| 30D | -3.6% | +1.0% | -4.6% | -4.7% |
| 3M | -7.0% | +2.4% | -9.4% | -9.8% |
| 6M | +16.6% | +12.0% | +4.6% | +2.3% |
| YTD | +9.7% | +15.3% | -5.6% | -6.8% |
| 1Y | +10.9% | +22.6% | -11.7% | -12.0% |
| 3Y | +40.7% | +74.7% | -34.0% | -25.1% |
| 5Y | +62.3% | +66.1% | -3.8% | -11.8% |
| 10Y | +214.8% | +225.0% | -10.2% | -26.5% |
| All | +3,502.8% | +374.2% | +3,128.6% | +400.3% |
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 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