+162.9%
BBIO vs VO
+119.5%
+43.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -1.2% |
| 7D | -3.2% | -1.5% | -1.7% | -1.1% |
| 30D | -13.6% | -3.0% | -10.6% | -10.0% |
| 3M | +7.2% | +2.8% | +4.4% | +3.0% |
| 6M | +1.5% | +10.9% | -9.5% | -12.5% |
| YTD | -5.3% | +12.5% | -17.8% | -20.0% |
| 1Y | +37.7% | +12.0% | +25.7% | +17.0% |
| 3Y | +153.9% | +56.3% | +97.6% | +35.8% |
| 5Y | +43.9% | +42.9% | +0.9% | -10.8% |
| All | +162.9% | +119.5% | +43.5% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling