+1,208.7%
VST vs NBIX
+210.8%
+998.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -0.6% | +0.4% | -1.0% | -0.7% |
| 30D | +1.2% | -0.2% | +1.3% | +1.2% |
| 3M | +1.5% | -4.0% | +5.5% | +1.8% |
| 6M | -6.5% | +20.6% | -27.1% | -9.8% |
| YTD | -7.8% | +10.1% | -17.9% | -9.9% |
| 1Y | -26.9% | +8.8% | -35.7% | -28.6% |
| 3Y | +353.9% | +42.5% | +311.4% | +319.4% |
| 5Y | +782.7% | +61.5% | +721.2% | +694.3% |
| All | +1,208.7% | +210.8% | +998.0% | +992.1% |
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