+9.6%
BCLO vs VT
+28.3%
-18.7%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.1% |
| 7D | -0.7% | -2.3% | +1.6% | -0.6% |
| 30D | -1.3% | -5.0% | +3.7% | -0.9% |
| 3M | +0.4% | -4.9% | +5.3% | +0.8% |
| 6M | +1.9% | -1.5% | +3.4% | +1.9% |
| YTD | +4.0% | +8.5% | -4.5% | +3.2% |
| 1Y | +4.9% | +11.4% | -6.5% | +3.8% |
| All | +9.6% | +28.3% | -18.7% | +5.7% |
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 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