+158.1%
BCS vs VT
+53.2%
+104.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | +1.7% |
| 7D | -1.3% | -4.2% | +2.9% | +4.5% |
| 30D | -3.6% | -5.8% | +2.2% | +4.4% |
| 3M | -18.9% | -5.2% | -13.7% | -12.8% |
| 6M | +1.1% | +0.1% | +0.9% | +1.4% |
| YTD | -8.2% | +8.2% | -16.5% | -16.3% |
| 1Y | +9.8% | +10.1% | -0.3% | -1.9% |
| 3Y | +269.3% | +69.7% | +199.7% | +94.6% |
| 5Y | +158.1% | +53.4% | +104.8% | +50.1% |
| All | +158.1% | +53.2% | +104.9% | +50.1% |
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