-90.6%
BCTX vs VT
+74.1%
-164.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.6% | -8.2% | -6.0% |
| 7D | +20.7% | +0.4% | +20.3% | +20.6% |
| 30D | -4.6% | -2.6% | -2.0% | -4.1% |
| 3M | +2.5% | -3.2% | +5.7% | +3.1% |
| 6M | -11.0% | +0.9% | -11.9% | -10.6% |
| YTD | -47.5% | +11.3% | -58.8% | -46.5% |
| 1Y | -67.0% | +14.0% | -81.0% | -66.2% |
| 3Y | -90.6% | +75.8% | -166.4% | -93.4% |
| All | -90.6% | +74.1% | -164.7% | -93.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling