+201.8%
BBIO vs VLTO
+23.4%
+178.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.3% | -3.4% | -4.1% |
| 7D | -3.9% | -4.5% | +0.7% | -2.0% |
| 30D | -13.4% | -4.6% | -8.8% | -11.7% |
| 3M | +7.6% | +13.3% | -5.7% | +1.3% |
| 6M | -2.4% | +2.1% | -4.6% | -3.7% |
| YTD | -5.2% | -6.1% | +0.8% | -3.2% |
| 1Y | +36.9% | -11.4% | +48.3% | +43.3% |
| All | +201.8% | +23.4% | +178.4% | +165.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling