-12.4%
BIPH price history and return analytics
+73.8%
-86.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | -0.1% | -1.1% | +1.0% | +0.4% |
| 30D | -2.2% | -1.0% | -1.2% | -1.8% |
| 3M | -2.3% | +3.2% | -5.4% | -3.7% |
| 6M | -1.9% | +12.5% | -14.3% | -7.4% |
| YTD | -0.1% | +14.1% | -14.2% | -6.5% |
| 1Y | -4.6% | +18.9% | -23.5% | -12.6% |
| 3Y | +16.4% | +74.1% | -57.6% | -14.8% |
| 5Y | -14.7% | +66.9% | -81.6% | -39.4% |
| All | -12.4% | +73.8% | -86.2% | -38.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling