+15.9%
VCIT vs BBIO
+136.7%
-120.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -1.2% | -3.2% | +2.1% | -1.1% |
| 30D | -1.6% | -13.6% | +12.0% | -1.4% |
| 3M | -2.3% | +7.2% | -9.6% | -2.4% |
| 6M | -1.9% | +1.5% | -3.4% | -2.0% |
| YTD | -1.8% | -5.3% | +3.4% | -1.9% |
| 1Y | -1.2% | +37.7% | -38.9% | -1.7% |
| 3Y | +18.1% | +153.9% | -135.8% | +16.1% |
| 5Y | +2.3% | +43.9% | -41.6% | -1.0% |
| All | +15.9% | +136.7% | -120.8% | +11.8% |
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