-99.8%
VBIO vs VT
+74.2%
-174.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.2% |
| 7D | -23.1% | -0.1% | -22.9% | -23.0% |
| 30D | -66.7% | -0.7% | -66.0% | -66.6% |
| 3M | -87.0% | +4.0% | -91.0% | -88.0% |
| 6M | -88.7% | +12.3% | -100.9% | -90.6% |
| YTD | -93.4% | +14.0% | -107.4% | -94.6% |
| 1Y | -96.8% | +20.3% | -117.1% | -97.5% |
| All | -99.8% | +74.2% | -174.0% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling