-97.6%
BCDA vs VT
+66.2%
-163.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -6.1% | +0.4% | -6.5% | -6.5% |
| 30D | +13.7% | +1.0% | +12.7% | +12.6% |
| 3M | +17.4% | +2.4% | +15.0% | +13.9% |
| 6M | -9.2% | +12.0% | -21.2% | -20.1% |
| YTD | -13.6% | +15.3% | -28.9% | -26.5% |
| 1Y | -47.1% | +22.6% | -69.6% | -57.8% |
| 3Y | -90.8% | +74.7% | -165.4% | -95.0% |
| All | -97.6% | +66.2% | -163.8% | -98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling