-74.7%
BCHT vs VT
+60.6%
-135.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -3.1% |
| 7D | -12.7% | -0.3% | -12.4% | -12.5% |
| 30D | -24.7% | -1.4% | -23.2% | -23.8% |
| 3M | -19.7% | -1.4% | -18.3% | -19.0% |
| 6M | -32.1% | +5.5% | -37.6% | -34.6% |
| YTD | -70.7% | +12.8% | -83.5% | -73.1% |
| 1Y | -70.3% | +15.4% | -85.7% | -73.1% |
| 3Y | -47.6% | +76.9% | -124.5% | -65.3% |
| 5Y | -74.7% | +60.4% | -135.1% | -82.1% |
| All | -74.7% | +60.6% | -135.3% | -82.1% |
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 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