+18.7%
VCIT vs BBIO
+187.2%
-168.5%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +0.1% |
| 3M | -2.2% | -3.6% | +1.4% | -2.2% |
| 6M | -2.3% | +14.1% | -16.4% | -2.7% |
| YTD | -2.2% | +2.4% | -4.6% | -2.4% |
| 1Y | -1.4% | +20.4% | -21.7% | -2.0% |
| 3Y | +18.7% | +184.5% | -165.8% | +13.6% |
| All | +18.7% | +187.2% | -168.5% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling