+55.5%
BCI vs VT
+53.2%
+2.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +1.4% |
| 7D | -4.7% | -4.2% | -0.6% | -3.9% |
| 30D | -5.6% | -5.8% | +0.2% | -4.5% |
| 3M | +4.9% | -5.2% | +10.2% | +6.0% |
| 6M | -2.7% | +0.1% | -2.8% | -3.0% |
| YTD | +26.5% | +8.2% | +18.2% | +23.5% |
| 1Y | +29.8% | +10.1% | +19.7% | +26.2% |
| 3Y | +45.0% | +69.7% | -24.7% | +24.7% |
| 5Y | +55.5% | +53.4% | +2.2% | +38.5% |
| All | +55.5% | +53.2% | +2.3% | +38.5% |
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