-86.7%
BCG price history and return analytics
+50.0%
-136.8%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.3% |
| 7D | -6.0% | -2.0% | -4.0% | -5.2% |
| 30D | -3.4% | -1.4% | -2.0% | -2.8% |
| 3M | -19.2% | +4.7% | -24.0% | -20.8% |
| 6M | -37.0% | +11.4% | -48.4% | -39.8% |
| YTD | -56.3% | +13.1% | -69.3% | -58.1% |
| 1Y | -29.2% | +19.0% | -48.2% | -32.9% |
| All | -86.7% | +50.0% | -136.8% | -85.6% |
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 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