+37.7%
BBIO vs VLTO
-11.2%
+48.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -3.2% | -2.3% | -0.9% | -2.9% |
| 30D | -13.6% | -2.7% | -10.9% | -13.2% |
| 3M | +7.2% | +14.0% | -6.8% | +4.8% |
| 6M | +1.5% | +3.3% | -1.8% | +0.3% |
| YTD | -5.3% | -5.4% | +0.1% | -6.8% |
| 1Y | +37.7% | -13.3% | +51.0% | +35.7% |
| All | +37.7% | -11.2% | +48.9% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling