-31.3%
BCDA vs VT
+15.2%
-46.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.3% |
| 7D | -3.9% | -0.3% | -3.6% | -3.8% |
| 30D | -16.2% | -1.4% | -14.8% | -15.9% |
| 3M | +0.3% | -1.4% | +1.7% | +0.8% |
| 6M | -19.2% | +5.5% | -24.7% | -22.2% |
| YTD | -27.0% | +12.8% | -39.8% | -33.8% |
| 1Y | -31.3% | +15.4% | -46.8% | -39.9% |
| All | -31.3% | +15.2% | -46.6% | -39.9% |
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 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