-8.2%
VFC vs BBIO
+44.0%
-52.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.1% | +2.5% |
| 7D | -1.6% | -2.3% | +0.7% | -1.1% |
| 30D | -11.6% | -8.7% | -2.9% | -10.0% |
| 3M | -18.1% | +11.2% | -29.3% | -20.1% |
| 6M | -27.4% | +12.5% | -39.8% | -29.3% |
| YTD | -24.8% | -2.2% | -22.7% | -24.9% |
| 1Y | -8.2% | +44.4% | -52.6% | -17.6% |
| All | -8.2% | +44.0% | -52.2% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling