+66.0%
VT vs BBIO
+52.7%
+13.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.7% |
| 7D | -0.1% | -0.5% | +0.4% | -0.1% |
| 30D | -0.7% | -10.1% | +9.5% | 0.0% |
| 3M | +4.0% | +12.4% | -8.4% | +3.1% |
| 6M | +12.3% | +15.9% | -3.6% | +11.0% |
| YTD | +14.0% | -0.5% | +14.6% | +13.6% |
| 1Y | +20.3% | +42.2% | -21.9% | +17.2% |
| 3Y | +75.4% | +167.8% | -92.4% | +62.6% |
| 5Y | +66.0% | +49.6% | +16.4% | +39.4% |
| All | +66.0% | +52.7% | +13.3% | +39.4% |
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