+14.0%
BCPC vs VT
+53.2%
-39.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +1.5% |
| 7D | +5.5% | -4.2% | +9.6% | +8.9% |
| 30D | +8.7% | -5.8% | +14.5% | +13.6% |
| 3M | +0.5% | -5.2% | +5.8% | +4.5% |
| 6M | +11.5% | +0.1% | +11.4% | +10.5% |
| YTD | +17.2% | +8.2% | +8.9% | +8.3% |
| 1Y | +18.4% | +10.1% | +8.3% | +7.7% |
| 3Y | +51.0% | +69.7% | -18.7% | -7.4% |
| 5Y | +14.0% | +53.4% | -39.4% | -24.2% |
| All | +14.0% | +53.2% | -39.2% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling