+65.4%
VT vs NBIX
+65.8%
-0.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | -2.0% | -1.1% | -0.9% | -1.8% |
| 30D | -1.4% | -3.3% | +1.9% | -1.0% |
| 3M | +4.7% | -2.7% | +7.4% | +4.9% |
| 6M | +11.4% | +20.6% | -9.2% | +7.6% |
| YTD | +13.1% | +10.4% | +2.7% | +10.6% |
| 1Y | +19.0% | +10.8% | +8.2% | +16.1% |
| 3Y | +73.9% | +43.3% | +30.7% | +57.5% |
| 5Y | +65.4% | +61.8% | +3.5% | +41.5% |
| All | +65.4% | +65.8% | -0.4% | +41.5% |
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