+385.5%
VGT vs BBIO
+136.7%
+248.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.2% | -3.2% | +3.0% | +0.2% |
| 30D | -0.4% | -13.6% | +13.2% | +1.0% |
| 3M | +4.4% | +7.2% | -2.8% | +3.5% |
| 6M | +32.1% | +1.5% | +30.6% | +31.4% |
| YTD | +28.8% | -5.3% | +34.1% | +28.6% |
| 1Y | +35.3% | +37.7% | -2.4% | +29.9% |
| 3Y | +124.8% | +153.9% | -29.1% | +98.3% |
| 5Y | +137.9% | +43.9% | +94.1% | +88.0% |
| All | +385.5% | +136.7% | +248.9% | +229.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling