+1,476.2%
VTR vs NBIX
+1,883.7%
-407.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -0.3% | +0.4% | -0.7% | -0.4% |
| 30D | +1.1% | -0.2% | +1.3% | +1.1% |
| 3M | +7.9% | -4.0% | +11.9% | +8.2% |
| 6M | +6.2% | +20.6% | -14.4% | +3.4% |
| YTD | +17.7% | +10.1% | +7.6% | +15.8% |
| 1Y | +32.9% | +8.8% | +24.1% | +30.7% |
| 3Y | +129.7% | +42.5% | +87.2% | +115.3% |
| 5Y | +89.3% | +61.5% | +27.8% | +73.1% |
| 10Y | +99.1% | +217.6% | -118.5% | +61.5% |
| All | +1,476.2% | +1,883.7% | -407.6% | +716.0% |
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