-1.0%
BCAX vs VT
+44.3%
-45.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.1% | +0.4% | -1.6% | -1.8% |
| 30D | -10.5% | +1.0% | -11.5% | -11.8% |
| 3M | +13.5% | +2.4% | +11.1% | +9.3% |
| 6M | +25.0% | +12.0% | +13.0% | +4.3% |
| YTD | +37.7% | +15.3% | +22.3% | +8.8% |
| 1Y | +92.1% | +22.6% | +69.5% | +35.4% |
| All | -1.0% | +44.3% | -45.3% | -40.0% |
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