-100.0%
VBIO vs VT
+58.8%
-158.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.8% |
| 7D | +1.4% | +2.9% | -1.5% | -1.5% |
| 30D | -67.2% | -2.5% | -64.7% | -66.2% |
| 3M | -91.0% | -3.3% | -87.7% | -90.7% |
| 6M | -98.1% | +1.5% | -99.7% | -98.2% |
| YTD | -98.6% | +11.4% | -110.0% | -98.8% |
| 1Y | -99.1% | +11.9% | -111.0% | -99.2% |
| 3Y | -99.9% | +73.9% | -173.8% | -99.9% |
| 5Y | -100.0% | +57.9% | -157.9% | -100.0% |
| All | -100.0% | +58.8% | -158.8% | -100.0% |
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