-7.8%
BCE vs VT
+221.8%
-229.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -0.9% | +2.4% | -3.2% | -2.1% |
| 30D | +8.9% | -1.5% | +10.5% | +9.5% |
| 3M | -6.9% | -4.1% | -2.7% | -5.0% |
| 6M | -9.8% | +0.6% | -10.3% | -10.8% |
| YTD | -6.5% | +11.0% | -17.5% | -12.9% |
| 1Y | -2.3% | +13.3% | -15.6% | -10.2% |
| 3Y | -30.9% | +73.4% | -104.3% | -52.6% |
| 5Y | -41.0% | +57.4% | -98.5% | -57.3% |
| All | -7.8% | +221.8% | -229.5% | -61.1% |
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