+2,364.9%
VRT vs BBIO
+136.9%
+2,228.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.7% | -0.9% | -4.8% |
| 7D | -7.7% | -3.9% | -3.8% | -7.1% |
| 30D | -12.0% | -13.4% | +1.4% | -9.8% |
| 3M | -11.7% | +7.6% | -19.2% | -13.0% |
| 6M | -8.1% | -2.4% | -5.6% | -8.2% |
| YTD | +53.2% | -5.2% | +58.4% | +53.3% |
| 1Y | +81.7% | +36.9% | +44.8% | +70.2% |
| 3Y | +535.3% | +155.2% | +380.1% | +415.8% |
| 5Y | +916.4% | +44.0% | +872.4% | +579.4% |
| All | +2,364.9% | +136.9% | +2,228.1% | +1,138.1% |
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