+67.0%
VSH vs BIIB
-34.6%
+101.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.9% |
| 7D | +3.5% | -5.4% | +8.9% | +5.2% |
| 30D | -4.4% | +1.7% | -6.1% | -5.1% |
| 3M | -45.8% | +5.8% | -51.7% | -47.4% |
| 6M | +90.1% | +11.9% | +78.2% | +80.1% |
| YTD | +120.3% | +19.7% | +100.6% | +102.4% |
| 1Y | +112.2% | +46.7% | +65.5% | +80.1% |
| 3Y | +36.6% | -18.6% | +55.2% | +34.4% |
| 5Y | +67.0% | -29.8% | +96.8% | +72.2% |
| All | +67.0% | -34.6% | +101.6% | +72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling