+59.7%
BCE price history and return analytics
+360.7%
-300.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.2% |
| 7D | +1.9% | -0.7% | +2.6% | +2.1% |
| 30D | +14.1% | -1.7% | +15.8% | +14.8% |
| 3M | -6.7% | -2.3% | -4.4% | -5.9% |
| 6M | -9.0% | +1.5% | -10.6% | -10.4% |
| YTD | -6.1% | +12.0% | -18.2% | -12.6% |
| 1Y | -3.2% | +12.9% | -16.1% | -10.3% |
| 3Y | -30.5% | +74.9% | -105.5% | -50.5% |
| 5Y | -40.8% | +59.9% | -100.7% | -56.0% |
| 10Y | -8.3% | +224.6% | -232.9% | -54.4% |
| All | +59.7% | +360.7% | -300.9% | -35.7% |
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