+42.2%
BCD vs VT
+74.4%
-32.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -2.8% | -0.1% | -2.6% | -2.8% |
| 30D | -6.9% | -3.1% | -3.8% | -6.3% |
| 3M | -1.5% | -3.5% | +2.0% | -0.8% |
| 6M | -2.6% | +0.5% | -3.1% | -2.8% |
| YTD | +17.6% | +10.8% | +6.8% | +14.3% |
| 1Y | +19.3% | +11.9% | +7.4% | +15.6% |
| 3Y | +42.2% | +73.0% | -30.7% | +18.9% |
| All | +42.2% | +74.4% | -32.2% | +18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling