-62.0%
BCAX vs VT
+41.2%
-103.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -3.2% |
| 7D | -8.9% | -0.3% | -8.6% | -8.4% |
| 30D | -48.6% | -1.4% | -47.1% | -47.7% |
| 3M | -65.9% | -1.4% | -64.5% | -65.4% |
| 6M | -60.9% | +5.5% | -66.3% | -64.3% |
| YTD | -47.2% | +12.8% | -60.0% | -57.0% |
| 1Y | -39.7% | +15.4% | -55.1% | -53.1% |
| All | -62.0% | +41.2% | -103.2% | -76.3% |
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