+123.4%
VRT vs NBIX
+14.2%
+109.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.8% |
| 7D | +9.1% | +1.0% | +8.1% | +8.8% |
| 30D | +0.9% | -3.6% | +4.6% | +1.7% |
| 3M | -13.4% | -7.0% | -6.4% | -13.2% |
| 6M | +11.7% | +16.6% | -4.9% | +0.5% |
| YTD | +73.2% | +9.7% | +63.5% | +59.7% |
| 1Y | +123.4% | +10.9% | +112.6% | +109.4% |
| All | +123.4% | +14.2% | +109.2% | +109.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling