+924.9%
VLO vs NBIX
+219.9%
+705.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +5.3% | +0.4% | +4.9% | +5.2% |
| 30D | +18.2% | -0.2% | +18.4% | +18.2% |
| 3M | +53.3% | -4.0% | +57.3% | +54.0% |
| 6M | +70.4% | +20.6% | +49.8% | +61.7% |
| YTD | +143.4% | +10.1% | +133.2% | +135.1% |
| 1Y | +153.0% | +8.8% | +144.2% | +144.2% |
| 3Y | +195.0% | +42.5% | +152.5% | +157.5% |
| 5Y | +618.8% | +61.5% | +557.3% | +494.9% |
| All | +924.9% | +219.9% | +705.0% | +696.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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