-65.0%
BCAX vs VT
+35.4%
-100.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.1% | -3.8% | -1.9% |
| 7D | -15.8% | -4.2% | -11.7% | -10.2% |
| 30D | -50.5% | -5.8% | -44.7% | -46.1% |
| 3M | -68.4% | -5.2% | -63.1% | -65.8% |
| 6M | -64.6% | +0.1% | -64.8% | -65.1% |
| YTD | -51.3% | +8.2% | -59.6% | -57.9% |
| 1Y | -42.1% | +10.1% | -52.2% | -51.5% |
| All | -65.0% | +35.4% | -100.4% | -76.8% |
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