+1,187.3%
VUG vs BIIB
+485.9%
+701.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.2% |
| 7D | +2.5% | +2.0% | +0.5% | +2.1% |
| 30D | -6.3% | +8.8% | -15.1% | -7.9% |
| 3M | -6.0% | +20.3% | -26.3% | -9.6% |
| 6M | -3.5% | +23.9% | -27.4% | -8.3% |
| YTD | +3.9% | +44.0% | -40.1% | -4.6% |
| 1Y | +5.1% | +53.8% | -48.7% | -4.9% |
| 3Y | +77.9% | +13.8% | +64.0% | +68.4% |
| 5Y | +62.4% | -6.3% | +68.7% | +57.1% |
| 10Y | +399.4% | -20.6% | +420.0% | +352.4% |
| All | +1,187.3% | +485.9% | +701.4% | +556.6% |
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 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