-1.4%
BCBP price history and return analytics
+75.6%
-77.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -1.2% |
| 7D | +0.4% | -0.7% | +1.1% | +0.8% |
| 30D | +11.1% | -1.7% | +12.8% | +12.3% |
| 3M | +4.5% | -2.3% | +6.8% | +6.0% |
| 6M | -6.8% | +1.5% | -8.3% | -8.6% |
| YTD | +15.3% | +12.0% | +3.2% | +2.9% |
| 1Y | +19.4% | +12.9% | +6.5% | +5.7% |
| All | -1.4% | +75.6% | -77.0% | -53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling