-78.3%
VFC vs BBIO
+42.7%
-121.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.4% | +4.4% |
| 7D | -1.4% | -3.2% | +1.8% | -1.0% |
| 30D | -9.0% | -13.6% | +4.6% | -7.5% |
| 3M | -24.2% | +7.2% | -31.4% | -24.9% |
| 6M | -18.5% | +1.5% | -20.0% | -18.8% |
| YTD | -25.9% | -5.3% | -20.6% | -25.9% |
| 1Y | -13.0% | +37.7% | -50.7% | -16.5% |
| 3Y | -20.3% | +153.9% | -174.2% | -29.0% |
| All | -78.3% | +42.7% | -121.1% | -83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling