+149.7%
BCAL price history and return analytics
+224.4%
-74.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.6% |
| 7D | -0.9% | -0.7% | -0.2% | -0.7% |
| 30D | +2.3% | -1.7% | +4.1% | +2.7% |
| 3M | +2.9% | -2.3% | +5.2% | +3.4% |
| 6M | +19.5% | +1.5% | +18.0% | +18.9% |
| YTD | +19.7% | +12.0% | +7.7% | +16.2% |
| 1Y | +17.8% | +12.9% | +5.0% | +14.2% |
| 3Y | +60.6% | +74.9% | -14.3% | +44.3% |
| 5Y | +43.7% | +59.9% | -16.3% | +30.2% |
| 10Y | +149.7% | +224.6% | -75.0% | +187.6% |
| All | +149.7% | +224.4% | -74.7% | +187.6% |
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