-20.6%
BHVN vs VT
+76.6%
-97.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -5.4% |
| 7D | -6.5% | +1.0% | -7.5% | -8.0% |
| 30D | +0.4% | -0.2% | +0.6% | +1.0% |
| 3M | +32.4% | +4.5% | +27.8% | +22.6% |
| 6M | +48.4% | +14.1% | +34.3% | +18.5% |
| YTD | +30.4% | +14.8% | +15.6% | +3.2% |
| 1Y | +1.6% | +21.2% | -19.6% | -27.9% |
| 3Y | -20.6% | +76.6% | -97.1% | -69.6% |
| All | -20.6% | +76.6% | -97.2% | -69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling