+124.8%
VGT vs BBIO
+154.4%
-29.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.2% | -3.2% | +3.0% | +0.3% |
| 30D | -0.4% | -13.6% | +13.2% | +1.6% |
| 3M | +4.4% | +7.2% | -2.8% | +3.1% |
| 6M | +32.1% | +1.5% | +30.6% | +31.2% |
| YTD | +28.8% | -5.3% | +34.1% | +28.5% |
| 1Y | +35.3% | +37.7% | -2.4% | +27.8% |
| 3Y | +124.8% | +153.9% | -29.1% | +91.2% |
| All | +124.8% | +154.4% | -29.7% | +91.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling