+123.2%
VSH vs BBIO
+136.9%
-13.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.7% | +3.8% | -0.3% |
| 7D | +3.1% | -3.9% | +6.9% | +3.6% |
| 30D | -5.7% | -13.4% | +7.7% | -3.9% |
| 3M | -42.5% | +7.6% | -50.0% | -43.2% |
| 6M | +82.7% | -2.4% | +85.1% | +82.7% |
| YTD | +118.2% | -5.2% | +123.4% | +118.1% |
| 1Y | +109.7% | +36.9% | +72.8% | +99.3% |
| 3Y | +35.3% | +155.2% | -119.9% | +16.9% |
| 5Y | +65.6% | +44.0% | +21.6% | +30.0% |
| All | +123.2% | +136.9% | -13.7% | +40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling