+22.3%
BCD vs VT
+15.2%
+7.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.7% | -2.0% |
| 7D | -5.3% | -0.3% | -5.0% | -5.3% |
| 30D | -4.9% | -1.4% | -3.5% | -4.9% |
| 3M | +3.2% | -1.4% | +4.6% | +3.2% |
| 6M | -2.9% | +5.5% | -8.4% | -2.8% |
| YTD | +18.6% | +12.8% | +5.8% | +18.5% |
| 1Y | +22.3% | +15.4% | +6.9% | +21.2% |
| All | +22.3% | +15.2% | +7.1% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling