-99.7%
BCTX vs VT
+331.9%
-431.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.8% | +0.2% | +20.6% | +20.7% |
| 7D | +29.9% | -2.3% | +32.3% | +31.2% |
| 30D | -1.2% | -5.0% | +3.7% | +1.1% |
| 3M | +14.5% | -4.9% | +19.4% | +17.3% |
| 6M | -4.8% | -1.5% | -3.3% | -3.7% |
| YTD | -44.4% | +8.5% | -52.9% | -45.9% |
| 1Y | -59.8% | +11.4% | -71.2% | -61.2% |
| 3Y | -90.8% | +70.1% | -160.9% | -92.7% |
| 5Y | -96.1% | +53.7% | -149.8% | -96.8% |
| 10Y | -99.1% | +220.0% | -319.0% | -99.3% |
| All | -99.7% | +331.9% | -431.6% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling