-95.5%
BIOX vs VT
+158.8%
-254.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +5.9% | +0.4% | +5.4% | +5.4% |
| 30D | +19.2% | +1.0% | +18.3% | +18.3% |
| 3M | -4.6% | +2.4% | -7.0% | -6.0% |
| 6M | -19.6% | +12.0% | -31.6% | -25.2% |
| YTD | -66.9% | +15.3% | -82.2% | -69.6% |
| 1Y | -84.8% | +22.6% | -107.4% | -86.5% |
| 3Y | -96.4% | +74.7% | -171.1% | -97.4% |
| 5Y | -96.9% | +66.1% | -163.0% | -97.7% |
| All | -95.5% | +158.8% | -254.3% | -97.3% |
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