+73.1%
VSH vs BBIO
+42.7%
+30.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +4.8% | -3.2% | +8.0% | +5.1% |
| 30D | -0.7% | -13.6% | +12.9% | +0.7% |
| 3M | -43.1% | +7.2% | -50.3% | -43.5% |
| 6M | +91.8% | +1.5% | +90.3% | +91.1% |
| YTD | +131.6% | -5.3% | +136.9% | +131.6% |
| 1Y | +118.1% | +37.7% | +80.4% | +110.0% |
| 3Y | +40.9% | +153.9% | -113.0% | +27.5% |
| All | +73.1% | +42.7% | +30.4% | +39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling