-48.1%
BCARU vs VT
+25.2%
-73.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -25.5% | +0.4% | -25.9% | -25.1% |
| 7D | -54.1% | +4.4% | -58.5% | -51.0% |
| 30D | -54.1% | +4.4% | -58.5% | -51.0% |
| 3M | -56.5% | +3.2% | -59.6% | -53.5% |
| 6M | -52.0% | +9.9% | -61.9% | -48.6% |
| YTD | -49.4% | +15.2% | -64.6% | -45.6% |
| 1Y | -48.1% | +22.7% | -70.8% | -44.2% |
| All | -48.1% | +25.2% | -73.4% | -44.2% |
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 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