-86.2%
BCDA vs VT
+69.7%
-155.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.8% |
| 7D | -1.2% | -2.3% | +1.2% | +1.7% |
| 30D | -22.0% | -5.0% | -17.1% | -16.4% |
| 3M | -10.5% | -4.9% | -5.6% | -4.8% |
| 6M | -23.4% | -1.5% | -21.9% | -23.7% |
| YTD | -32.0% | +8.5% | -40.5% | -43.0% |
| 1Y | -33.6% | +11.4% | -45.0% | -47.0% |
| 3Y | -86.2% | +70.1% | -156.3% | -100.0% |
| All | -86.2% | +69.7% | -155.9% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling