-40.8%
BCRX vs VT
+57.5%
-98.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | -12.1% | -0.1% | -12.0% | -12.0% |
| 30D | -11.9% | -3.1% | -8.9% | -8.7% |
| 3M | -23.5% | -3.5% | -20.0% | -20.3% |
| 6M | -12.6% | +0.5% | -13.1% | -13.6% |
| YTD | -3.5% | +10.8% | -14.2% | -15.8% |
| 1Y | +4.6% | +11.9% | -7.3% | -9.9% |
| 3Y | +51.2% | +73.0% | -21.8% | -25.7% |
| 5Y | -40.8% | +58.6% | -99.5% | -64.5% |
| All | -40.8% | +57.5% | -98.4% | -64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling