+774.8%
VST vs NBIX
+65.8%
+709.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -2.9% |
| 7D | +2.0% | -1.1% | +3.1% | +2.2% |
| 30D | +1.5% | -3.3% | +4.8% | +2.1% |
| 3M | +6.3% | -2.7% | +9.0% | +6.4% |
| 6M | -10.3% | +20.6% | -30.9% | -14.5% |
| YTD | -8.6% | +10.4% | -19.0% | -11.5% |
| 1Y | -29.3% | +10.8% | -40.2% | -31.9% |
| 3Y | +344.9% | +43.3% | +301.6% | +295.0% |
| 5Y | +774.8% | +61.8% | +713.0% | +644.6% |
| All | +774.8% | +65.8% | +709.0% | +644.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling