+558.1%
VRT vs BBIO
+154.4%
+403.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | -8.4% | -3.2% | -5.2% | -7.7% |
| 30D | -10.9% | -13.6% | +2.7% | -8.0% |
| 3M | -13.7% | +7.2% | -20.9% | -15.4% |
| 6M | -4.1% | +1.5% | -5.6% | -5.1% |
| YTD | +58.7% | -5.3% | +64.0% | +58.6% |
| 1Y | +89.6% | +37.7% | +51.9% | +75.0% |
| 3Y | +558.1% | +153.9% | +404.2% | +428.2% |
| All | +558.1% | +154.4% | +403.7% | +428.2% |
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