-18.1%
BCCC price history and return analytics
+31.8%
-49.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | +0.8% | +1.0% | -0.2% | -0.4% |
| 30D | +11.0% | -0.2% | +11.3% | +11.3% |
| 3M | +17.1% | +4.5% | +12.5% | +10.5% |
| 6M | +10.0% | +14.1% | -4.1% | -8.1% |
| YTD | -11.0% | +14.8% | -25.8% | -25.5% |
| 1Y | -25.2% | +21.2% | -46.4% | -41.2% |
| All | -18.1% | +31.8% | -49.9% | -42.1% |
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