-99.9%
CBIO vs VT
+65.7%
-165.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.4% |
| 7D | +7.8% | -0.1% | +8.0% | +8.2% |
| 30D | +15.3% | -0.7% | +16.0% | +16.7% |
| 3M | +11.1% | +4.0% | +7.1% | +5.6% |
| 6M | +66.3% | +12.3% | +54.0% | +41.2% |
| YTD | +68.5% | +14.0% | +54.5% | +39.1% |
| 1Y | +59.3% | +20.3% | +39.0% | +21.2% |
| 3Y | -86.5% | +75.4% | -161.9% | -94.4% |
| 5Y | -99.9% | +66.0% | -165.9% | -99.9% |
| All | -99.9% | +65.7% | -165.6% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling