-31.8%
BMRN vs VO
+200.3%
-232.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.4% |
| 7D | -1.3% | -1.5% | +0.2% | 0.0% |
| 30D | -6.5% | -3.0% | -3.5% | -4.2% |
| 3M | +18.3% | +2.8% | +15.4% | +15.4% |
| 6M | +8.9% | +10.9% | -2.0% | -0.4% |
| YTD | +10.5% | +12.5% | -1.9% | -0.2% |
| 1Y | +17.5% | +12.0% | +5.5% | +6.4% |
| 3Y | -27.7% | +56.3% | -84.0% | -50.9% |
| 5Y | -15.8% | +42.9% | -58.7% | -38.8% |
| All | -31.8% | +200.3% | -232.0% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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