+1,474.1%
VTR vs BIIB
+6,275.0%
-4,800.9%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.3% | 0.0% |
| 7D | -2.4% | -1.6% | -0.8% | -2.2% |
| 30D | -3.7% | +2.2% | -5.9% | -4.0% |
| 3M | +13.5% | +10.3% | +3.2% | +12.1% |
| 6M | +7.2% | +14.9% | -7.8% | +5.1% |
| YTD | +17.6% | +20.7% | -3.2% | +14.4% |
| 1Y | +35.4% | +50.3% | -14.9% | +28.2% |
| 3Y | +132.8% | -18.0% | +150.8% | +135.1% |
| 5Y | +88.7% | -33.9% | +122.6% | +92.7% |
| 10Y | +87.6% | -30.9% | +118.6% | +79.7% |
| All | +1,474.1% | +6,275.0% | -4,800.9% | +732.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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