-86.5%
BCHT vs VT
+226.2%
-312.7%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.7% | +2.7% |
| 7D | -11.1% | -1.6% | -9.5% | -10.2% |
| 30D | -25.3% | -2.5% | -22.8% | -24.1% |
| 3M | -20.6% | -1.3% | -19.3% | -20.0% |
| 6M | -29.6% | +3.1% | -32.7% | -30.7% |
| YTD | -70.1% | +10.9% | -81.1% | -71.8% |
| 1Y | -70.9% | +12.1% | -83.0% | -72.7% |
| 3Y | -46.7% | +73.9% | -120.6% | -61.1% |
| 5Y | -74.5% | +58.0% | -132.5% | -80.6% |
| All | -86.5% | +226.2% | -312.7% | -89.6% |
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 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