+63.6%
BCE vs VT
+345.0%
-281.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.1% | +8.4% | +6.5% |
| 7D | +9.8% | -4.2% | +14.0% | +12.1% |
| 30D | +11.5% | -5.8% | +17.3% | +14.8% |
| 3M | +1.2% | -5.2% | +6.5% | +3.8% |
| 6M | -6.2% | +0.1% | -6.3% | -6.9% |
| YTD | -3.8% | +8.2% | -12.1% | -8.8% |
| 1Y | +3.7% | +10.1% | -6.5% | -2.7% |
| 3Y | -31.3% | +69.7% | -101.0% | -50.2% |
| 5Y | -39.3% | +53.4% | -92.6% | -53.8% |
| 10Y | -9.8% | +219.2% | -229.1% | -54.7% |
| All | +63.6% | +345.0% | -281.4% | -32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling