+25.2%
BCSF vs VT
+53.2%
-28.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +2.0% |
| 7D | +2.9% | -4.2% | +7.1% | +5.8% |
| 30D | +3.2% | -5.8% | +9.0% | +7.2% |
| 3M | -8.6% | -5.2% | -3.3% | -5.4% |
| 6M | -14.8% | +0.1% | -14.9% | -15.1% |
| YTD | -10.8% | +8.2% | -19.0% | -15.6% |
| 1Y | -7.1% | +10.1% | -17.2% | -13.2% |
| 3Y | +3.2% | +69.7% | -66.4% | -27.1% |
| 5Y | +25.2% | +53.4% | -28.2% | -10.8% |
| All | +25.2% | +53.2% | -28.0% | -10.8% |
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