-92.4%
BCTX vs VT
+69.4%
-161.8%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.1% | +6.6% | +3.4% |
| 7D | -1.2% | -4.2% | +3.0% | -0.3% |
| 30D | -18.7% | -5.8% | -12.9% | -17.7% |
| 3M | -6.6% | -5.2% | -1.3% | -5.5% |
| 6M | -19.7% | +0.1% | -19.8% | -18.7% |
| YTD | -54.0% | +8.2% | -62.2% | -52.9% |
| 1Y | -68.0% | +10.1% | -78.1% | -67.2% |
| All | -92.4% | +69.4% | -161.8% | -94.7% |
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