+774.8%
VST vs BBIO
+40.9%
+733.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.7% | +2.0% | -2.3% |
| 7D | +2.0% | -3.9% | +5.8% | +2.3% |
| 30D | +1.5% | -13.4% | +14.9% | +2.7% |
| 3M | +6.3% | +7.6% | -1.3% | +5.4% |
| 6M | -10.3% | -2.4% | -7.9% | -10.4% |
| YTD | -8.6% | -5.2% | -3.4% | -8.7% |
| 1Y | -29.3% | +36.9% | -66.2% | -31.7% |
| 3Y | +344.9% | +155.2% | +189.7% | +303.7% |
| 5Y | +774.8% | +44.0% | +730.8% | +632.3% |
| All | +774.8% | +40.9% | +733.9% | +632.3% |
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