+10.4%
BSCY vs VT
+43.7%
-33.3%
-5.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.2% |
| 7D | +0.7% | +0.4% | +0.4% | +0.7% |
| 30D | +2.3% | -2.6% | +4.9% | +2.7% |
| 3M | -0.6% | -3.2% | +2.6% | -0.2% |
| 6M | -1.3% | +0.9% | -2.3% | -1.5% |
| YTD | -0.8% | +11.3% | -12.1% | -2.2% |
| 1Y | +0.2% | +14.0% | -13.8% | -1.5% |
| All | +10.4% | +43.7% | -33.3% | +5.0% |
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 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