+71.3%
BCRX vs VT
+215.5%
-144.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | -9.2% | -2.3% | -6.9% | -6.4% |
| 30D | -8.5% | -5.0% | -3.5% | -2.2% |
| 3M | -17.3% | -4.9% | -12.4% | -11.8% |
| 6M | -12.9% | -1.5% | -11.4% | -11.7% |
| YTD | -1.4% | +8.5% | -9.9% | -12.8% |
| 1Y | +9.4% | +11.4% | -2.0% | -6.6% |
| 3Y | +29.7% | +70.1% | -40.4% | -37.8% |
| 5Y | -38.0% | +53.7% | -91.8% | -65.3% |
| All | +71.3% | +215.5% | -144.3% | -65.7% |
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