+40.9%
VSH vs BBIO
+154.4%
-113.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.2% |
| 7D | +4.8% | -3.2% | +8.0% | +5.7% |
| 30D | -0.7% | -13.6% | +12.9% | +3.2% |
| 3M | -43.1% | +7.2% | -50.3% | -44.5% |
| 6M | +91.8% | +1.5% | +90.3% | +89.4% |
| YTD | +131.6% | -5.3% | +136.9% | +130.8% |
| 1Y | +118.1% | +37.7% | +80.4% | +93.5% |
| 3Y | +40.9% | +153.9% | -113.0% | +1.2% |
| All | +40.9% | +154.4% | -113.5% | +1.2% |
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