+1,238.2%
VST vs NBIX
+208.6%
+1,029.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +9.9% | -1.0% | +10.9% | +10.0% |
| 30D | +7.9% | -5.1% | +13.0% | +8.7% |
| 3M | +3.4% | -4.9% | +8.3% | +3.9% |
| 6M | -4.1% | +21.1% | -25.2% | -7.5% |
| YTD | -5.7% | +9.4% | -15.1% | -7.8% |
| 1Y | -18.9% | +7.9% | -26.8% | -20.7% |
| 3Y | +359.1% | +42.0% | +317.1% | +324.5% |
| 5Y | +766.9% | +63.7% | +703.2% | +678.7% |
| All | +1,238.2% | +208.6% | +1,029.6% | +1,017.9% |
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