-4.9%
BIIB vs VT
+59.8%
-64.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.8% |
| 7D | -0.4% | -0.7% | +0.3% | +0.1% |
| 30D | +10.5% | -1.7% | +12.2% | +11.8% |
| 3M | +24.3% | -2.3% | +26.6% | +26.4% |
| 6M | +28.0% | +1.5% | +26.5% | +25.7% |
| YTD | +44.0% | +12.0% | +31.9% | +30.1% |
| 1Y | +58.8% | +12.9% | +45.9% | +42.6% |
| 3Y | +12.7% | +74.9% | -62.2% | -31.2% |
| 5Y | -4.9% | +59.9% | -64.9% | -41.2% |
| All | -4.9% | +59.8% | -64.7% | -41.2% |
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