+48.3%
BCI vs VT
+74.1%
-25.9%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -0.8% |
| 7D | -2.6% | +0.4% | -3.0% | -2.7% |
| 30D | -6.5% | -2.6% | -3.9% | -6.1% |
| 3M | +2.9% | -3.2% | +6.1% | +3.4% |
| 6M | -1.4% | +0.9% | -2.4% | -1.7% |
| YTD | +25.6% | +11.3% | +14.2% | +22.4% |
| 1Y | +28.8% | +14.0% | +14.8% | +24.7% |
| 3Y | +48.3% | +75.8% | -27.6% | +25.3% |
| All | +48.3% | +74.1% | -25.9% | +25.3% |
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