+162.9%
BBIO vs VIG
+138.0%
+24.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -1.0% |
| 7D | -3.2% | -1.1% | -2.1% | -1.8% |
| 30D | -13.6% | -2.7% | -10.9% | -10.4% |
| 3M | +7.2% | +2.5% | +4.7% | +3.7% |
| 6M | +1.5% | +9.2% | -7.8% | -9.8% |
| YTD | -5.3% | +9.8% | -15.1% | -16.5% |
| 1Y | +37.7% | +12.4% | +25.3% | +17.9% |
| 3Y | +153.9% | +55.9% | +98.0% | +42.6% |
| 5Y | +43.9% | +63.9% | -20.1% | -23.6% |
| All | +162.9% | +138.0% | +24.9% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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