+145.3%
BCAL price history and return analytics
+221.4%
-76.1%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +3.0% | +1.0% | +2.0% | +2.8% |
| 30D | +2.3% | -0.2% | +2.5% | +2.3% |
| 3M | +12.6% | +4.5% | +8.1% | +11.3% |
| 6M | +22.3% | +14.1% | +8.2% | +18.3% |
| YTD | +17.7% | +14.8% | +2.9% | +13.7% |
| 1Y | +28.4% | +21.2% | +7.2% | +22.4% |
| 3Y | +47.7% | +76.6% | -28.9% | +32.4% |
| 5Y | +51.2% | +66.6% | -15.4% | +36.2% |
| 10Y | +145.3% | +222.3% | -76.9% | +121.5% |
| All | +145.3% | +221.4% | -76.1% | +121.5% |
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