-99.5%
BCDA vs VT
+224.5%
-324.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -6.1% | +0.4% | -6.5% | -6.3% |
| 30D | +13.7% | +1.0% | +12.7% | +13.2% |
| 3M | +17.4% | +2.4% | +15.0% | +15.7% |
| 6M | -9.2% | +12.0% | -21.2% | -14.5% |
| YTD | -13.6% | +15.3% | -28.9% | -19.8% |
| 1Y | -47.1% | +22.6% | -69.6% | -52.3% |
| 3Y | -90.8% | +74.7% | -165.4% | -92.8% |
| 5Y | -97.8% | +66.1% | -163.9% | -98.3% |
| All | -99.5% | +224.5% | -324.0% | -99.5% |
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