+76.0%
VUG vs BIIB
-34.6%
+110.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | +0.1% | -5.4% | +5.5% | +1.1% |
| 30D | -1.7% | +1.7% | -3.4% | -2.1% |
| 3M | +2.8% | +5.8% | -3.0% | +1.2% |
| 6M | +13.6% | +11.9% | +1.7% | +10.2% |
| YTD | +8.1% | +19.7% | -11.7% | +3.0% |
| 1Y | +13.1% | +46.7% | -33.7% | +2.7% |
| 3Y | +87.0% | -18.6% | +105.6% | +90.8% |
| 5Y | +76.0% | -29.8% | +105.8% | +83.6% |
| All | +76.0% | -34.6% | +110.5% | +83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling