+356.0%
BIO price history and return analytics
+368.8%
-12.7%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -3.0% | -0.1% | -2.8% | -2.9% |
| 30D | +6.3% | -0.7% | +7.0% | +6.9% |
| 3M | +26.9% | +4.0% | +22.9% | +22.8% |
| 6M | +38.9% | +12.3% | +26.6% | +26.5% |
| YTD | +24.4% | +14.0% | +10.4% | +11.8% |
| 1Y | +31.8% | +20.3% | +11.5% | +13.8% |
| 3Y | +5.3% | +75.4% | -70.1% | -31.7% |
| 5Y | -53.5% | +66.0% | -119.5% | -68.4% |
| 10Y | +139.0% | +228.2% | -89.2% | -1.3% |
| All | +356.0% | +368.8% | -12.7% | +48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling