-16.8%
BCCC vs VT
+32.4%
-49.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +2.1% | +0.4% | +1.6% | +1.6% |
| 30D | +13.0% | +1.0% | +12.0% | +11.7% |
| 3M | +18.1% | +2.4% | +15.7% | +14.8% |
| 6M | +7.9% | +12.0% | -4.1% | -6.7% |
| YTD | -9.6% | +15.3% | -25.0% | -24.8% |
| 1Y | -22.9% | +22.6% | -45.5% | -40.2% |
| All | -16.8% | +32.4% | -49.3% | -41.6% |
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