-53.4%
BIO price history and return analytics
+65.7%
-119.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.8% |
| 7D | -4.3% | -1.1% | -3.2% | -3.2% |
| 30D | +2.0% | -1.0% | +3.0% | +3.1% |
| 3M | +26.3% | +3.2% | +23.1% | +22.0% |
| 6M | +36.8% | +12.5% | +24.4% | +20.4% |
| YTD | +21.9% | +14.1% | +7.8% | +5.3% |
| 1Y | +29.2% | +18.9% | +10.3% | +6.8% |
| 3Y | +1.8% | +74.1% | -72.3% | -44.2% |
| All | -53.4% | +65.7% | -119.1% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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