+2,723.0%
VRT vs BIIB
-35.5%
+2,758.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +4.6% |
| 7D | +9.1% | +1.1% | +8.1% | +8.9% |
| 30D | +0.9% | +6.9% | -5.9% | -0.2% |
| 3M | -13.4% | +12.4% | -25.8% | -15.5% |
| 6M | +11.7% | +16.3% | -4.6% | +8.1% |
| YTD | +73.2% | +25.5% | +47.8% | +65.3% |
| 1Y | +123.4% | +57.8% | +65.6% | +104.7% |
| 3Y | +606.2% | -17.3% | +623.5% | +611.6% |
| 5Y | +899.9% | -33.8% | +933.7% | +908.4% |
| All | +2,723.0% | -35.5% | +2,758.5% | +2,659.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling