+632.2%
VRT vs BIIB
-6.2%
+638.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -3.0% |
| 7D | -17.7% | +1.7% | -19.4% | -17.9% |
| 30D | -20.0% | +12.2% | -32.2% | -22.4% |
| 3M | -28.1% | +22.3% | -50.3% | -32.0% |
| 6M | -42.8% | +30.9% | -73.8% | -47.5% |
| YTD | +20.0% | +43.9% | -23.9% | +6.3% |
| 1Y | +3.5% | +62.1% | -58.6% | -11.7% |
| 3Y | +366.1% | +12.7% | +353.4% | +336.2% |
| 5Y | +632.2% | -5.1% | +637.3% | +606.4% |
| All | +632.2% | -6.2% | +638.4% | +606.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 5y: compounded portfolio wealth divided by compounded BIIB 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…
5y analysis · Full analysis span regression · 6 months rolling