+74.7%
BCX vs VT
+53.2%
+21.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.6% | +2.4% |
| 7D | -2.6% | -4.2% | +1.6% | +0.2% |
| 30D | -1.9% | -5.8% | +3.9% | +2.2% |
| 3M | -0.7% | -5.2% | +4.6% | +2.9% |
| 6M | -3.4% | +0.1% | -3.5% | -4.0% |
| YTD | +12.9% | +8.2% | +4.7% | +5.9% |
| 1Y | +27.7% | +10.1% | +17.5% | +18.3% |
| 3Y | +65.6% | +69.7% | -4.1% | +11.5% |
| 5Y | +74.7% | +53.4% | +21.3% | +26.6% |
| All | +74.7% | +53.2% | +21.5% | +26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling