+5.2%
VUG vs BBIO
+26.8%
-21.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.2% | -3.7% | +1.1% |
| 7D | -3.0% | +10.0% | -13.0% | -3.9% |
| 30D | -6.4% | +17.8% | -24.2% | -7.9% |
| 3M | -3.2% | -5.1% | +1.9% | -2.6% |
| 6M | +3.1% | +12.9% | -9.8% | +1.3% |
| YTD | +6.3% | +1.8% | +4.5% | +4.9% |
| 1Y | +5.2% | +26.9% | -21.7% | -0.9% |
| All | +5.2% | +26.8% | -21.6% | -0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling