+162.9%
BBIO vs VYM
+132.1%
+30.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.9% |
| 7D | -3.2% | -0.8% | -2.4% | -2.3% |
| 30D | -13.6% | -2.2% | -11.3% | -11.3% |
| 3M | +7.2% | +3.1% | +4.2% | +3.4% |
| 6M | +1.5% | +9.7% | -8.2% | -9.2% |
| YTD | -5.3% | +14.9% | -20.2% | -19.9% |
| 1Y | +37.7% | +17.6% | +20.2% | +13.5% |
| 3Y | +153.9% | +65.3% | +88.6% | +41.4% |
| 5Y | +43.9% | +78.7% | -34.8% | -25.1% |
| All | +162.9% | +132.1% | +30.9% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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