+236.1%
VUG vs BBIO
+136.9%
+99.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.7% | +4.2% | -0.1% |
| 7D | -1.9% | -3.9% | +2.0% | -1.5% |
| 30D | -1.6% | -13.4% | +11.8% | -0.2% |
| 3M | +4.4% | +7.6% | -3.2% | +3.4% |
| 6M | +13.2% | -2.4% | +15.6% | +13.1% |
| YTD | +7.5% | -5.2% | +12.7% | +7.3% |
| 1Y | +12.5% | +36.9% | -24.4% | +8.2% |
| 3Y | +86.0% | +155.2% | -69.2% | +65.0% |
| 5Y | +76.5% | +44.0% | +32.5% | +40.4% |
| All | +236.1% | +136.9% | +99.2% | +132.5% |
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