+84.1%
BIOA vs VT
+20.4%
+63.7%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.2% |
| 7D | -5.8% | -0.1% | -5.6% | -5.5% |
| 30D | -19.9% | -0.7% | -19.2% | -18.8% |
| 3M | -42.0% | +4.0% | -46.0% | -46.0% |
| 6M | -53.5% | +12.3% | -65.8% | -61.9% |
| YTD | -30.7% | +14.0% | -44.7% | -44.5% |
| 1Y | +84.1% | +20.3% | +63.8% | +36.6% |
| All | +84.1% | +20.4% | +63.7% | +36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling