-53.6%
BIOA price history and return analytics
+37.6%
-91.2%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -3.0% |
| 7D | -11.5% | -1.1% | -10.4% | -10.1% |
| 30D | -19.0% | -1.0% | -18.0% | -17.9% |
| 3M | -48.4% | +3.2% | -51.5% | -50.3% |
| 6M | -57.7% | +12.5% | -70.2% | -62.8% |
| YTD | -35.8% | +14.1% | -49.9% | -44.4% |
| 1Y | +72.9% | +18.9% | +54.0% | +44.6% |
| All | -53.6% | +37.6% | -91.2% | -63.3% |
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