-12.3%
BIPH vs VT
+75.8%
-88.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | -2.0% | +0.4% | -2.4% | -2.2% |
| 30D | -1.3% | +1.0% | -2.3% | -1.8% |
| 3M | -2.8% | +2.4% | -5.2% | -4.0% |
| 6M | -2.3% | +12.0% | -14.3% | -7.6% |
| YTD | 0.0% | +15.3% | -15.4% | -6.8% |
| 1Y | -2.3% | +22.6% | -24.9% | -11.9% |
| 3Y | +12.8% | +74.7% | -61.9% | -17.5% |
| 5Y | -15.2% | +66.1% | -81.3% | -39.8% |
| All | -12.3% | +75.8% | -88.1% | -38.4% |
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