+121.5%
BCD vs VT
+190.9%
-69.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.1% |
| 7D | -0.8% | +2.9% | -3.6% | -1.5% |
| 30D | -7.6% | -2.5% | -5.1% | -7.1% |
| 3M | -1.9% | -3.3% | +1.5% | -1.1% |
| 6M | -5.6% | +1.5% | -7.1% | -6.1% |
| YTD | +18.0% | +11.4% | +6.6% | +14.4% |
| 1Y | +18.8% | +11.9% | +6.9% | +15.0% |
| 3Y | +42.7% | +73.9% | -31.2% | +22.5% |
| 5Y | +56.1% | +57.9% | -1.8% | +36.4% |
| All | +121.5% | +190.9% | -69.4% | +76.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling