-1.3%
BSCV vs VT
+62.9%
-64.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -1.1% | +2.9% | -4.0% | -1.6% |
| 30D | +0.5% | -2.5% | +3.0% | +0.8% |
| 3M | -1.4% | -3.3% | +1.9% | -0.9% |
| 6M | -1.2% | +1.5% | -2.7% | -1.5% |
| YTD | -1.2% | +11.4% | -12.5% | -3.0% |
| 1Y | -0.4% | +11.9% | -12.3% | -2.4% |
| 3Y | +19.6% | +73.9% | -54.3% | +7.8% |
| 5Y | +0.7% | +57.9% | -57.2% | -10.6% |
| All | -1.3% | +62.9% | -64.2% | -12.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling