+115.8%
VEA vs BBIO
+136.7%
-20.8%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.5% | -3.2% | +1.8% | -1.2% |
| 30D | -0.8% | -13.6% | +12.8% | +0.2% |
| 3M | +2.5% | +7.2% | -4.8% | +1.8% |
| 6M | +11.1% | +1.5% | +9.7% | +10.8% |
| YTD | +17.2% | -5.3% | +22.5% | +17.1% |
| 1Y | +24.5% | +37.7% | -13.2% | +21.0% |
| 3Y | +75.4% | +153.9% | -78.5% | +60.7% |
| 5Y | +61.1% | +43.9% | +17.2% | +38.1% |
| All | +115.8% | +136.7% | -20.8% | +59.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling