+75.3%
VTI vs NBIX
+62.0%
+13.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.5% |
| 7D | -1.3% | +1.0% | -2.3% | -1.5% |
| 30D | -2.4% | +2.9% | -5.3% | -2.9% |
| 3M | +2.6% | -1.6% | +4.2% | +2.5% |
| 6M | +15.6% | +21.1% | -5.6% | +11.0% |
| YTD | +12.4% | +10.9% | +1.6% | +9.5% |
| 1Y | +16.9% | +10.8% | +6.1% | +13.6% |
| 3Y | +74.3% | +38.2% | +36.1% | +56.7% |
| 5Y | +75.3% | +66.2% | +9.2% | +44.7% |
| All | +75.3% | +62.0% | +13.3% | +44.7% |
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