+58.5%
BCD vs VT
+53.2%
+5.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +1.1% |
| 7D | -4.6% | -4.2% | -0.4% | -3.7% |
| 30D | -5.6% | -5.8% | +0.2% | -4.3% |
| 3M | +2.7% | -5.2% | +7.9% | +3.8% |
| 6M | -2.6% | +0.1% | -2.7% | -2.8% |
| YTD | +18.9% | +8.2% | +10.7% | +16.3% |
| 1Y | +22.5% | +10.1% | +12.4% | +19.3% |
| 3Y | +39.5% | +69.7% | -30.1% | +21.2% |
| 5Y | +58.5% | +53.4% | +5.1% | +44.4% |
| All | +58.5% | +53.2% | +5.3% | +44.4% |
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