+10.1%
BIPC vs VT
+53.2%
-43.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +2.3% |
| 7D | +0.9% | -4.2% | +5.1% | +4.6% |
| 30D | +0.5% | -5.8% | +6.3% | +5.7% |
| 3M | -4.4% | -5.2% | +0.8% | 0.0% |
| 6M | +2.1% | +0.1% | +2.0% | +1.0% |
| YTD | -13.8% | +8.2% | -22.0% | -20.8% |
| 1Y | -14.9% | +10.1% | -25.0% | -23.2% |
| 3Y | +40.9% | +69.7% | -28.8% | -13.9% |
| 5Y | +10.1% | +53.4% | -43.3% | -27.3% |
| All | +10.1% | +53.2% | -43.1% | -27.3% |
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