-39.3%
BCE vs VT
+53.2%
-92.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.1% | +8.4% | +5.5% |
| 7D | +9.8% | -4.2% | +14.0% | +11.1% |
| 30D | +11.5% | -5.8% | +17.3% | +13.4% |
| 3M | +1.2% | -5.2% | +6.5% | +2.7% |
| 6M | -6.2% | +0.1% | -6.3% | -6.8% |
| YTD | -3.8% | +8.2% | -12.1% | -7.3% |
| 1Y | +3.7% | +10.1% | -6.5% | -0.7% |
| 3Y | -31.3% | +69.7% | -101.0% | -47.4% |
| 5Y | -39.3% | +53.4% | -92.6% | -53.5% |
| All | -39.3% | +53.2% | -92.5% | -53.5% |
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 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