+180.2%
VTI vs BBIO
+136.7%
+43.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.9% | -3.2% | +2.3% | -0.6% |
| 30D | -1.4% | -13.6% | +12.2% | -0.3% |
| 3M | +3.6% | +7.2% | -3.6% | +2.8% |
| 6M | +13.6% | +1.5% | +12.1% | +13.1% |
| YTD | +12.9% | -5.3% | +18.2% | +12.8% |
| 1Y | +17.2% | +37.7% | -20.5% | +13.3% |
| 3Y | +75.7% | +153.9% | -78.2% | +58.4% |
| 5Y | +75.4% | +43.9% | +31.6% | +45.4% |
| All | +180.2% | +136.7% | +43.5% | +101.8% |
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