+9.3%
BSCY vs VT
+46.0%
-36.7%
-5.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.7% |
| 7D | -1.1% | -2.0% | +0.9% | -0.8% |
| 30D | -1.3% | -1.4% | +0.2% | -1.1% |
| 3M | -1.7% | +4.7% | -6.4% | -2.3% |
| 6M | -2.4% | +11.4% | -13.7% | -3.7% |
| YTD | -1.8% | +13.1% | -14.8% | -3.3% |
| 1Y | -0.9% | +19.0% | -19.9% | -3.0% |
| All | +9.3% | +46.0% | -36.7% | +3.7% |
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