+134.4%
BCD vs VT
+201.3%
-66.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | +1.0% | +0.4% | +0.5% | +0.9% |
| 30D | +7.8% | +1.0% | +6.8% | +7.5% |
| 3M | +4.4% | +2.4% | +2.0% | +3.7% |
| 6M | +12.0% | +12.0% | 0.0% | +8.6% |
| YTD | +24.8% | +15.3% | +9.5% | +20.1% |
| 1Y | +34.9% | +22.6% | +12.3% | +27.6% |
| 3Y | +45.2% | +74.7% | -29.4% | +24.7% |
| 5Y | +75.9% | +66.1% | +9.8% | +51.9% |
| All | +134.4% | +201.3% | -66.9% | +84.7% |
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