-26.6%
VRSK vs BBIO
+154.4%
-181.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -5.2% | -3.2% | -2.0% | -5.1% |
| 30D | -2.3% | -13.6% | +11.3% | -2.0% |
| 3M | -2.9% | +7.2% | -10.2% | -3.2% |
| 6M | -12.8% | +1.5% | -14.3% | -12.9% |
| YTD | -20.8% | -5.3% | -15.5% | -20.8% |
| 1Y | -33.2% | +37.7% | -70.9% | -34.4% |
| 3Y | -26.6% | +153.9% | -180.5% | -31.4% |
| All | -26.6% | +154.4% | -181.0% | -31.4% |
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 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