+136.1%
BCD price history and return analytics
+199.8%
-63.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | +0.1% | +1.0% | -0.9% | -0.1% |
| 30D | +7.5% | -0.2% | +7.7% | +7.5% |
| 3M | +7.2% | +4.5% | +2.6% | +5.9% |
| 6M | +9.0% | +14.1% | -5.1% | +5.2% |
| YTD | +25.7% | +14.8% | +11.0% | +21.1% |
| 1Y | +35.2% | +21.2% | +14.0% | +28.3% |
| 3Y | +47.2% | +76.6% | -29.3% | +26.0% |
| 5Y | +78.3% | +66.6% | +11.7% | +53.8% |
| All | +136.1% | +199.8% | -63.7% | +86.3% |
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