+224.5%
VT vs NBIX
+219.9%
+4.6%
-34.2%
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 | -1.1% | +0.4% | -1.5% | -1.2% |
| 30D | -1.0% | -0.2% | -0.8% | -1.0% |
| 3M | +3.2% | -4.0% | +7.1% | +3.5% |
| 6M | +12.5% | +20.6% | -8.1% | +8.8% |
| YTD | +14.1% | +10.1% | +3.9% | +11.7% |
| 1Y | +18.9% | +8.8% | +10.1% | +16.4% |
| 3Y | +74.1% | +42.5% | +31.6% | +60.0% |
| 5Y | +66.9% | +61.5% | +5.4% | +48.5% |
| All | +224.5% | +219.9% | +4.6% | +171.3% |
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