+103.1%
BCI vs VT
+201.3%
-98.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | +1.9% | +0.4% | +1.5% | +1.8% |
| 30D | +10.2% | +1.0% | +9.2% | +9.9% |
| 3M | +5.9% | +2.4% | +3.5% | +5.2% |
| 6M | +16.1% | +12.0% | +4.1% | +12.2% |
| YTD | +32.8% | +15.3% | +17.4% | +27.2% |
| 1Y | +43.2% | +22.6% | +20.6% | +34.8% |
| 3Y | +51.3% | +74.7% | -23.4% | +27.8% |
| 5Y | +72.9% | +66.1% | +6.7% | +47.0% |
| All | +103.1% | +201.3% | -98.2% | +53.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling