-99.7%
BCDA vs VT
+215.5%
-315.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.6% |
| 7D | -1.2% | -2.3% | +1.2% | 0.0% |
| 30D | -22.0% | -5.0% | -17.1% | -19.9% |
| 3M | -10.5% | -4.9% | -5.6% | -8.4% |
| 6M | -23.4% | -1.5% | -21.9% | -23.2% |
| YTD | -32.0% | +8.5% | -40.5% | -35.2% |
| 1Y | -33.6% | +11.4% | -45.0% | -37.6% |
| 3Y | -86.2% | +70.1% | -156.3% | -89.2% |
| 5Y | -98.0% | +53.7% | -151.7% | -98.4% |
| All | -99.7% | +215.5% | -315.2% | -99.8% |
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