+8.2%
BCHT vs VT
+75.0%
-66.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | -13.8% | +1.0% | -14.7% | -14.5% |
| 3M | -44.1% | +2.4% | -46.5% | -45.1% |
| 6M | -47.8% | +12.0% | -59.8% | -51.9% |
| YTD | -68.3% | +15.3% | -83.6% | -71.3% |
| 1Y | -67.4% | +22.6% | -90.0% | -71.5% |
| All | +8.2% | +75.0% | -66.8% | -29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling