+144.0%
VT vs BBIO
+136.9%
+7.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.7% | +3.9% | -0.5% |
| 7D | -2.0% | -3.9% | +1.9% | -1.7% |
| 30D | -1.4% | -13.4% | +12.0% | -0.4% |
| 3M | +4.7% | +7.6% | -2.8% | +4.0% |
| 6M | +11.4% | -2.4% | +13.8% | +11.3% |
| YTD | +13.1% | -5.2% | +18.3% | +12.9% |
| 1Y | +19.0% | +36.9% | -17.9% | +15.4% |
| 3Y | +73.9% | +155.2% | -81.2% | +57.9% |
| 5Y | +65.4% | +44.0% | +21.4% | +39.2% |
| All | +144.0% | +136.9% | +7.2% | +78.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling