-34.8%
VG vs BBIO
+96.6%
-131.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.7% | +6.1% | +2.2% |
| 7D | +7.0% | -3.9% | +10.9% | +7.7% |
| 30D | +17.2% | -13.4% | +30.6% | +20.1% |
| 3M | +16.8% | +7.6% | +9.2% | +14.2% |
| 6M | +36.3% | -2.4% | +38.8% | +34.9% |
| YTD | +127.9% | -5.2% | +133.1% | +124.9% |
| 1Y | +11.7% | +36.9% | -25.2% | -9.3% |
| All | -34.8% | +96.6% | -131.4% | -62.4% |
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