+120.1%
BIPC vs VT
+190.6%
-70.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.2% | +0.4% | -2.6% | -2.5% |
| 30D | -5.8% | +1.0% | -6.8% | -6.6% |
| 3M | -9.1% | +2.4% | -11.5% | -11.4% |
| 6M | -21.6% | +12.0% | -33.6% | -29.8% |
| YTD | -15.1% | +15.3% | -30.4% | -26.0% |
| 1Y | -2.0% | +22.6% | -24.6% | -19.6% |
| 3Y | +10.8% | +74.7% | -63.9% | -33.7% |
| 5Y | +6.0% | +66.1% | -60.1% | -34.1% |
| All | +120.1% | +190.6% | -70.5% | -20.3% |
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 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