-24.5%
BCBP vs VT
+53.2%
-77.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +3.1% |
| 7D | +6.0% | -4.2% | +10.2% | +9.0% |
| 30D | +9.9% | -5.8% | +15.7% | +14.3% |
| 3M | +4.2% | -5.2% | +9.5% | +7.9% |
| 6M | -9.2% | +0.1% | -9.4% | -10.0% |
| YTD | +15.1% | +8.2% | +6.9% | +7.4% |
| 1Y | +21.8% | +10.1% | +11.7% | +12.1% |
| 3Y | -3.8% | +69.7% | -73.5% | -34.4% |
| 5Y | -24.5% | +53.4% | -77.9% | -46.8% |
| All | -24.5% | +53.2% | -77.7% | -46.8% |
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