-91.4%
BCTX vs VT
+74.0%
-165.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.4% |
| 7D | -14.2% | +2.4% | -16.5% | -14.6% |
| 30D | -8.1% | -1.5% | -6.6% | -7.8% |
| 3M | -1.5% | -4.1% | +2.7% | -0.8% |
| 6M | -18.9% | +0.6% | -19.5% | -18.5% |
| YTD | -52.3% | +11.0% | -63.4% | -51.4% |
| 1Y | -65.2% | +13.3% | -78.5% | -64.4% |
| 3Y | -91.4% | +73.4% | -164.8% | -94.0% |
| All | -91.4% | +74.0% | -165.4% | -94.0% |
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