-14.1%
BXC vs VT
+58.5%
-72.6%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.3% |
| 7D | -5.4% | +2.9% | -8.3% | -10.0% |
| 30D | -13.1% | -2.5% | -10.6% | -8.8% |
| 3M | -29.6% | -3.3% | -26.2% | -24.8% |
| 6M | +29.1% | +1.5% | +27.5% | +26.6% |
| YTD | +2.3% | +11.4% | -9.1% | -13.6% |
| 1Y | +8.8% | +11.9% | -3.1% | -8.7% |
| 3Y | -21.5% | +73.9% | -95.4% | -69.5% |
| 5Y | -14.1% | +57.9% | -72.0% | -56.9% |
| All | -14.1% | +58.5% | -72.6% | -56.9% |
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