+92.1%
BCAX vs VT
+23.3%
+68.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.1% | +0.4% | -1.6% | -1.5% |
| 30D | -10.5% | +1.0% | -11.5% | -11.3% |
| 3M | +13.5% | +2.4% | +11.1% | +10.8% |
| 6M | +25.0% | +12.0% | +13.0% | +11.8% |
| YTD | +37.7% | +15.3% | +22.3% | +19.7% |
| 1Y | +92.1% | +22.6% | +69.5% | +36.7% |
| All | +92.1% | +23.3% | +68.8% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling