-0.2%
BSCV vs VT
+58.3%
-58.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +0.8% |
| 7D | +0.7% | -4.2% | +4.9% | +1.3% |
| 30D | +1.8% | -5.8% | +7.6% | +2.7% |
| 3M | -0.5% | -5.2% | +4.8% | +0.4% |
| 6M | -0.1% | +0.1% | -0.2% | -0.2% |
| YTD | -0.1% | +8.2% | -8.3% | -1.5% |
| 1Y | +1.2% | +10.1% | -9.0% | -0.6% |
| 3Y | +21.0% | +69.7% | -48.6% | +9.5% |
| 5Y | +0.6% | +53.4% | -52.8% | -10.3% |
| All | -0.2% | +58.3% | -58.5% | -11.0% |
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 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