+44.7%
BCAT price history and return analytics
+123.6%
-78.9%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.7% |
| 7D | -4.3% | +2.4% | -6.6% | -5.7% |
| 30D | -2.3% | -1.5% | -0.8% | -1.3% |
| 3M | -15.7% | -4.1% | -11.6% | -13.5% |
| 6M | -8.9% | +0.6% | -9.4% | -9.4% |
| YTD | +8.5% | +11.0% | -2.5% | +1.1% |
| 1Y | +9.3% | +13.3% | -4.0% | +0.5% |
| 3Y | +57.1% | +73.4% | -16.3% | +9.0% |
| 5Y | +37.0% | +57.4% | -20.4% | -2.6% |
| All | +44.7% | +123.6% | -78.9% | -6.0% |
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