+176.2%
BCML vs VT
+224.5%
-48.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.3% |
| 7D | +1.7% | +0.4% | +1.2% | +1.3% |
| 30D | +0.3% | +1.0% | -0.7% | -0.5% |
| 3M | -1.0% | +2.4% | -3.3% | -3.1% |
| 6M | +5.5% | +12.0% | -6.5% | -4.0% |
| YTD | +6.9% | +15.3% | -8.5% | -5.1% |
| 1Y | +6.4% | +22.6% | -16.2% | -10.1% |
| 3Y | +70.1% | +74.7% | -4.6% | +9.9% |
| 5Y | +97.3% | +66.1% | +31.1% | +30.8% |
| All | +176.2% | +224.5% | -48.2% | +25.2% |
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