-13.6%
BC vs VT
+66.2%
-79.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | -2.9% | +0.4% | -3.3% | -3.5% |
| 30D | -10.5% | +1.0% | -11.4% | -11.8% |
| 3M | -9.2% | +2.4% | -11.6% | -12.4% |
| 6M | -3.8% | +12.0% | -15.8% | -18.4% |
| YTD | +1.9% | +15.3% | -13.5% | -17.2% |
| 1Y | +16.3% | +22.6% | -6.3% | -13.4% |
| 3Y | -1.8% | +74.7% | -76.4% | -54.8% |
| All | -13.6% | +66.2% | -79.8% | -57.6% |
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 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