+84.5%
VTR vs BBIO
+42.7%
+41.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.3% | -3.2% | +2.9% | -0.2% |
| 30D | +1.1% | -13.6% | +14.7% | +1.8% |
| 3M | +7.9% | +7.2% | +0.7% | +7.4% |
| 6M | +6.2% | +1.5% | +4.7% | +5.9% |
| YTD | +17.7% | -5.3% | +23.0% | +17.6% |
| 1Y | +32.9% | +37.7% | -4.8% | +30.0% |
| 3Y | +129.7% | +153.9% | -24.2% | +115.3% |
| All | +84.5% | +42.7% | +41.8% | +60.9% |
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