+15.5%
VCIT vs BBIO
+155.8%
-140.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -1.4% | +5.4% | -6.8% | -1.5% |
| 30D | +0.6% | +20.6% | -20.0% | +0.3% |
| 3M | -2.2% | -3.6% | +1.4% | -2.2% |
| 6M | -2.3% | +14.1% | -16.4% | -2.5% |
| YTD | -2.2% | +2.4% | -4.6% | -2.3% |
| 1Y | -1.4% | +20.4% | -21.7% | -1.7% |
| 3Y | +18.7% | +184.5% | -165.8% | +16.7% |
| 5Y | +3.6% | +63.5% | -59.9% | +0.1% |
| All | +15.5% | +155.8% | -140.3% | +11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling