+92.4%
BCI vs VT
+190.9%
-98.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -0.5% | +2.9% | -3.4% | -1.3% |
| 30D | -7.4% | -2.5% | -4.9% | -6.9% |
| 3M | -0.4% | -3.3% | +2.9% | +0.4% |
| 6M | -5.2% | +1.5% | -6.7% | -5.8% |
| YTD | +25.8% | +11.4% | +14.4% | +21.5% |
| 1Y | +26.1% | +11.9% | +14.2% | +21.6% |
| 3Y | +49.1% | +73.9% | -24.8% | +25.9% |
| 5Y | +55.0% | +57.9% | -2.9% | +33.5% |
| All | +92.4% | +190.9% | -98.5% | +46.8% |
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