+515.2%
VLO vs BBIO
+136.7%
+378.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +5.3% | -3.2% | +8.5% | +5.6% |
| 30D | +18.2% | -13.6% | +31.8% | +19.7% |
| 3M | +53.3% | +7.2% | +46.1% | +52.0% |
| 6M | +70.4% | +1.5% | +69.0% | +69.3% |
| YTD | +143.4% | -5.3% | +148.7% | +142.3% |
| 1Y | +153.0% | +37.7% | +115.3% | +142.6% |
| 3Y | +195.0% | +153.9% | +41.1% | +160.4% |
| 5Y | +618.8% | +43.9% | +574.9% | +496.6% |
| All | +515.2% | +136.7% | +378.5% | +281.9% |
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