+289.0%
VSH vs NBIX
+1,201.8%
-912.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.4% | +6.2% |
| 7D | +4.8% | +0.4% | +4.4% | +4.7% |
| 30D | -0.7% | -0.2% | -0.5% | -0.7% |
| 3M | -43.1% | -4.0% | -39.1% | -42.8% |
| 6M | +91.8% | +20.6% | +71.2% | +84.3% |
| YTD | +131.6% | +10.1% | +121.5% | +126.3% |
| 1Y | +118.1% | +8.8% | +109.3% | +113.2% |
| 3Y | +40.9% | +42.5% | -1.6% | +29.5% |
| 5Y | +75.8% | +61.5% | +14.3% | +55.6% |
| 10Y | +193.8% | +217.6% | -23.8% | +116.9% |
| All | +289.0% | +1,201.8% | -912.9% | +15.8% |
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