+82.6%
IVV vs BBIO
+40.9%
+41.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.3% |
| 7D | -2.0% | -3.9% | +1.9% | -1.8% |
| 30D | -1.6% | -13.4% | +11.7% | -0.8% |
| 3M | +4.8% | +7.6% | -2.8% | +4.2% |
| 6M | +12.6% | -2.4% | +15.0% | +12.5% |
| YTD | +11.8% | -5.2% | +17.0% | +11.7% |
| 1Y | +17.6% | +36.9% | -19.3% | +14.7% |
| 3Y | +77.0% | +155.2% | -78.2% | +64.5% |
| 5Y | +82.6% | +44.0% | +38.6% | +52.2% |
| All | +82.6% | +40.9% | +41.6% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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