+19.9%
BSCX vs VT
+78.9%
-59.0%
-5.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | 0.0% | +1.0% | -1.0% | -0.1% |
| 30D | -0.7% | -0.2% | -0.4% | -0.6% |
| 3M | -0.6% | +4.5% | -5.1% | -1.2% |
| 6M | -1.5% | +14.1% | -15.5% | -3.3% |
| YTD | -0.8% | +14.8% | -15.6% | -2.8% |
| 1Y | +0.3% | +21.2% | -20.9% | -2.5% |
| All | +19.9% | +78.9% | -59.0% | +4.8% |
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