+29.9%
BCUS vs VT
+62.9%
-32.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -1.8% |
| 7D | -2.1% | -0.3% | -1.8% | -1.8% |
| 30D | -6.9% | -1.4% | -5.5% | -5.6% |
| 3M | -11.3% | -1.4% | -9.9% | -10.0% |
| 6M | -6.6% | +5.5% | -12.1% | -11.1% |
| YTD | 0.0% | +12.8% | -12.8% | -10.6% |
| 1Y | +1.5% | +15.4% | -14.0% | -11.2% |
| All | +29.9% | +62.9% | -32.9% | -18.6% |
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