+63.4%
VSH vs BBIO
+26.8%
+36.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +5.2% | -10.3% | -5.9% |
| 7D | -13.6% | +10.0% | -23.6% | -15.3% |
| 30D | -30.4% | +17.8% | -48.1% | -32.6% |
| 3M | -33.3% | -5.1% | -28.2% | -32.5% |
| 6M | -15.1% | +12.9% | -28.0% | -17.5% |
| YTD | +80.2% | +1.8% | +78.4% | +76.6% |
| 1Y | +63.4% | +26.9% | +36.4% | +41.4% |
| All | +63.4% | +26.8% | +36.5% | +41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling