+50.8%
BCAT vs VT
+123.1%
-72.3%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -0.5% | -0.1% | -0.4% | -0.4% |
| 30D | +0.2% | -3.1% | +3.2% | +2.2% |
| 3M | -11.6% | -3.5% | -8.1% | -9.7% |
| 6M | -3.9% | +0.5% | -4.3% | -4.3% |
| YTD | +13.0% | +10.8% | +2.2% | +5.5% |
| 1Y | +13.6% | +11.9% | +1.7% | +5.4% |
| 3Y | +63.6% | +73.0% | -9.4% | +13.7% |
| 5Y | +43.4% | +58.6% | -15.2% | +1.8% |
| All | +50.8% | +123.1% | -72.3% | -1.9% |
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