-19.9%
BCG price history and return analytics
+13.3%
-33.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.1% | +4.5% | +4.6% |
| 7D | -2.6% | -0.7% | -1.9% | -1.8% |
| 30D | +9.7% | -1.7% | +11.5% | +11.5% |
| 3M | -13.4% | -2.3% | -11.1% | -11.5% |
| 6M | -47.2% | +1.5% | -48.7% | -47.8% |
| YTD | -60.8% | +12.0% | -72.8% | -62.6% |
| 1Y | -19.9% | +12.9% | -32.7% | -23.5% |
| All | -19.9% | +13.3% | -33.1% | -23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling