+18.4%
BCPC vs VT
+10.7%
+7.7%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | -0.7% |
| 7D | +5.5% | -4.2% | +9.6% | +6.4% |
| 30D | +8.7% | -5.8% | +14.5% | +10.0% |
| 3M | +0.5% | -5.2% | +5.8% | +1.6% |
| 6M | +11.5% | +0.1% | +11.4% | +10.9% |
| YTD | +17.2% | +8.2% | +8.9% | +13.2% |
| 1Y | +18.4% | +10.1% | +8.3% | +13.7% |
| All | +18.4% | +10.7% | +7.7% | +13.7% |
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 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