+163.2%
BBIO vs VT
+144.4%
+18.8%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.9% | -3.5% |
| 7D | -3.9% | -2.0% | -1.9% | -0.9% |
| 30D | -13.4% | -1.4% | -12.0% | -11.7% |
| 3M | +7.6% | +4.7% | +2.8% | -0.1% |
| 6M | -2.4% | +11.4% | -13.8% | -17.7% |
| YTD | -5.2% | +13.1% | -18.3% | -21.8% |
| 1Y | +36.9% | +19.0% | +17.9% | +4.6% |
| 3Y | +155.2% | +73.9% | +81.2% | +10.1% |
| 5Y | +44.0% | +65.4% | -21.4% | -32.1% |
| All | +163.2% | +144.4% | +18.8% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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