+4.7%
BCO vs VT
+13.3%
-8.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.6% |
| 7D | +3.3% | -0.7% | +4.0% | +3.7% |
| 30D | +14.2% | -1.7% | +16.0% | +15.3% |
| 3M | +2.8% | -2.3% | +5.1% | +4.1% |
| 6M | +11.8% | +1.5% | +10.3% | +9.9% |
| YTD | +1.0% | +12.0% | -11.1% | -9.6% |
| 1Y | +4.7% | +12.9% | -8.2% | -6.6% |
| All | +4.7% | +13.3% | -8.6% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling