+2,453.6%
VRT vs BBIO
+136.7%
+2,317.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | -8.4% | -3.2% | -5.2% | -7.8% |
| 30D | -10.9% | -13.6% | +2.7% | -8.6% |
| 3M | -13.7% | +7.2% | -20.9% | -15.0% |
| 6M | -4.1% | +1.5% | -5.6% | -4.9% |
| YTD | +58.7% | -5.3% | +64.0% | +58.9% |
| 1Y | +89.6% | +37.7% | +51.9% | +77.5% |
| 3Y | +558.1% | +153.9% | +404.2% | +434.9% |
| 5Y | +953.0% | +43.9% | +909.1% | +604.0% |
| All | +2,453.6% | +136.7% | +2,317.0% | +1,182.9% |
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