+58.5%
BCE price history and return analytics
+357.8%
-299.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -3.1% | +2.9% | -6.0% | -4.6% |
| 30D | +9.6% | -2.5% | +12.1% | +10.8% |
| 3M | -6.4% | -3.3% | -3.1% | -5.1% |
| 6M | -10.4% | +1.5% | -12.0% | -11.8% |
| YTD | -6.8% | +11.4% | -18.2% | -13.0% |
| 1Y | -1.2% | +11.9% | -13.1% | -8.1% |
| 3Y | -31.0% | +73.9% | -104.9% | -50.7% |
| 5Y | -41.2% | +57.9% | -99.1% | -56.0% |
| 10Y | -9.0% | +222.6% | -231.6% | -54.6% |
| All | +58.5% | +357.8% | -299.3% | -36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling