-61.7%
BCAX vs VT
+38.8%
-100.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | 0.0% | +13.0% | +12.9% |
| 7D | -48.7% | -1.6% | -47.1% | -47.7% |
| 30D | -49.2% | -2.5% | -46.7% | -47.4% |
| 3M | -65.2% | -1.3% | -63.9% | -64.6% |
| 6M | -58.7% | +3.1% | -61.7% | -61.0% |
| YTD | -46.8% | +10.9% | -57.7% | -55.6% |
| 1Y | -43.9% | +12.1% | -56.0% | -54.1% |
| All | -61.7% | +38.8% | -100.5% | -75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling