+722.1%
BC price history and return analytics
+374.2%
+347.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | -2.9% | +0.4% | -3.3% | -3.6% |
| 30D | -10.5% | +1.0% | -11.4% | -11.9% |
| 3M | -9.2% | +2.4% | -11.6% | -12.8% |
| 6M | -3.8% | +12.0% | -15.8% | -19.9% |
| YTD | +1.9% | +15.3% | -13.5% | -19.1% |
| 1Y | +16.3% | +22.6% | -6.3% | -16.2% |
| 3Y | -1.8% | +74.7% | -76.4% | -59.3% |
| 5Y | -15.4% | +66.1% | -81.5% | -61.5% |
| 10Y | +90.7% | +225.0% | -134.3% | -71.0% |
| All | +722.1% | +374.2% | +347.9% | -22.7% |
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 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