+3.6%
BSCR vs VT
+18.7%
-15.1%
-0.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.1% |
| 7D | 0.0% | -2.0% | +2.0% | 0.0% |
| 30D | +0.2% | -1.4% | +1.6% | +0.3% |
| 3M | +0.9% | +4.7% | -3.8% | +0.8% |
| 6M | +1.6% | +11.4% | -9.8% | +1.3% |
| YTD | +2.2% | +13.1% | -10.9% | +1.9% |
| 1Y | +3.6% | +19.0% | -15.4% | +3.0% |
| All | +3.6% | +18.7% | -15.1% | +3.0% |
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