+950.8%
VTI vs NBIX
+369.3%
+581.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | +0.4% | -1.3% | -1.0% |
| 30D | -1.4% | -0.2% | -1.3% | -1.5% |
| 3M | +3.6% | -4.0% | +7.6% | +3.9% |
| 6M | +13.6% | +20.6% | -7.0% | +10.3% |
| YTD | +12.9% | +10.1% | +2.8% | +10.9% |
| 1Y | +17.2% | +8.8% | +8.4% | +15.1% |
| 3Y | +75.7% | +42.5% | +33.2% | +64.0% |
| 5Y | +75.4% | +61.5% | +14.0% | +59.5% |
| 10Y | +303.3% | +217.6% | +85.7% | +221.5% |
| All | +950.8% | +369.3% | +581.5% | +398.6% |
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 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