-48.7%
BIOA vs VT
+38.4%
-87.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.4% |
| 7D | -1.3% | +1.0% | -2.3% | -2.6% |
| 30D | -19.8% | -0.2% | -19.6% | -19.5% |
| 3M | -39.4% | +4.5% | -44.0% | -42.6% |
| 6M | -53.7% | +14.1% | -67.8% | -60.0% |
| YTD | -29.0% | +14.8% | -43.7% | -39.0% |
| 1Y | +84.6% | +21.2% | +63.4% | +51.4% |
| All | -48.7% | +38.4% | -87.1% | -59.7% |
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