+141.8%
VTV vs BBIO
+136.7%
+5.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.1% | -3.2% | +2.1% | -0.9% |
| 30D | -1.0% | -13.6% | +12.6% | -0.2% |
| 3M | +4.6% | +7.2% | -2.6% | +4.1% |
| 6M | +13.5% | +1.5% | +12.0% | +13.2% |
| YTD | +18.5% | -5.3% | +23.8% | +18.4% |
| 1Y | +22.9% | +37.7% | -14.8% | +19.9% |
| 3Y | +67.8% | +153.9% | -86.1% | +55.7% |
| 5Y | +81.8% | +43.9% | +38.0% | +60.5% |
| All | +141.8% | +136.7% | +5.1% | +88.1% |
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