-14.9%
BIPH vs VT
+65.3%
-80.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | 0.0% |
| 7D | -0.3% | -2.3% | +2.0% | +0.7% |
| 30D | -2.2% | -5.0% | +2.8% | +0.1% |
| 3M | -4.7% | -4.9% | +0.2% | -2.6% |
| 6M | -5.1% | -1.5% | -3.5% | -4.6% |
| YTD | -3.0% | +8.5% | -11.5% | -7.1% |
| 1Y | -5.2% | +11.4% | -16.6% | -10.4% |
| 3Y | +12.0% | +70.1% | -58.1% | -17.5% |
| 5Y | -18.5% | +53.7% | -72.3% | -40.6% |
| All | -14.9% | +65.3% | -80.3% | -38.6% |
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 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