+2,486.9%
VRT vs NBIX
+37.0%
+2,449.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.7% |
| 7D | -8.4% | +0.4% | -8.7% | -8.5% |
| 30D | -10.9% | -0.2% | -10.7% | -10.9% |
| 3M | -13.7% | -4.0% | -9.7% | -13.5% |
| 6M | -4.1% | +20.6% | -24.7% | -9.7% |
| YTD | +58.7% | +10.1% | +48.6% | +53.0% |
| 1Y | +89.6% | +8.8% | +80.8% | +83.3% |
| 3Y | +558.1% | +42.5% | +515.7% | +473.5% |
| 5Y | +953.0% | +61.5% | +891.5% | +779.2% |
| All | +2,486.9% | +37.0% | +2,449.9% | +1,899.4% |
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 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