+129.7%
VTR vs NBIX
+43.8%
+85.8%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -0.3% | +0.4% | -0.7% | -0.3% |
| 30D | +1.1% | -0.2% | +1.3% | +1.1% |
| 3M | +7.9% | -4.0% | +11.9% | +7.9% |
| 6M | +6.2% | +20.6% | -14.4% | +4.9% |
| YTD | +17.7% | +10.1% | +7.6% | +16.7% |
| 1Y | +32.9% | +8.8% | +24.1% | +31.8% |
| 3Y | +129.7% | +42.5% | +87.2% | +109.2% |
| All | +129.7% | +43.8% | +85.8% | +109.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling