+97.2%
BHVN vs VT
+106.2%
-9.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.6% | -6.8% | -6.3% |
| 7D | +1.2% | +2.9% | -1.7% | -3.5% |
| 30D | +23.2% | -2.5% | +25.7% | +29.0% |
| 3M | -2.2% | -3.3% | +1.1% | +4.6% |
| 6M | +52.9% | +1.5% | +51.4% | +49.3% |
| YTD | +24.6% | +11.4% | +13.3% | +3.6% |
| 1Y | +77.0% | +11.9% | +65.1% | +45.2% |
| 3Y | -50.8% | +73.9% | -124.7% | -81.8% |
| All | +97.2% | +106.2% | -9.0% | -42.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling