-12.8%
BIPC vs VT
+15.2%
-28.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.4% |
| 7D | +3.9% | -0.3% | +4.2% | +4.0% |
| 30D | +5.6% | -1.4% | +7.0% | +6.2% |
| 3M | -3.8% | -1.4% | -2.4% | -3.2% |
| 6M | +5.9% | +5.5% | +0.4% | +2.6% |
| YTD | -12.7% | +12.8% | -25.5% | -17.6% |
| 1Y | -12.8% | +15.4% | -28.2% | -18.0% |
| All | -12.8% | +15.2% | -28.0% | -18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling