+1,975.7%
VMC vs NBIX
+1,201.8%
+773.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -3.8% | +0.4% | -4.1% | -3.8% |
| 30D | -9.7% | -0.2% | -9.5% | -9.7% |
| 3M | -9.6% | -4.0% | -5.6% | -9.4% |
| 6M | -4.8% | +20.6% | -25.4% | -7.1% |
| YTD | -10.9% | +10.1% | -21.0% | -12.3% |
| 1Y | -15.6% | +8.8% | -24.4% | -16.9% |
| 3Y | +19.3% | +42.5% | -23.2% | +12.5% |
| 5Y | +48.0% | +61.5% | -13.5% | +36.6% |
| 10Y | +155.4% | +217.6% | -62.2% | +109.9% |
| All | +1,975.7% | +1,201.8% | +773.8% | +1,065.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling