+691.8%
VST vs BBIO
+144.2%
+547.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +9.9% | -2.4% | +12.2% | +10.1% |
| 30D | +7.9% | -11.5% | +19.4% | +9.3% |
| 3M | +3.4% | +11.0% | -7.5% | +2.1% |
| 6M | -4.1% | +14.4% | -18.5% | -5.9% |
| YTD | -5.7% | -2.3% | -3.4% | -6.1% |
| 1Y | -18.9% | +37.7% | -56.6% | -22.2% |
| 3Y | +359.1% | +163.1% | +195.9% | +304.5% |
| 5Y | +766.9% | +49.5% | +717.4% | +599.8% |
| All | +691.8% | +144.2% | +547.6% | +412.8% |
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