+377.9%
VGT vs BBIO
+136.5%
+241.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -1.7% | -3.3% | +1.6% | -1.4% |
| 30D | -2.8% | -9.4% | +6.6% | -1.8% |
| 3M | +2.2% | +8.4% | -6.2% | +1.2% |
| 6M | +33.7% | +4.3% | +29.5% | +32.7% |
| YTD | +26.8% | -5.4% | +32.1% | +26.6% |
| 1Y | +33.1% | +41.3% | -8.3% | +27.4% |
| 3Y | +123.3% | +144.4% | -21.1% | +97.8% |
| 5Y | +134.5% | +48.5% | +85.9% | +84.5% |
| All | +377.9% | +136.5% | +241.4% | +224.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling