-31.0%
BCG price history and return analytics
+20.4%
-51.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.4% | +6.3% |
| 7D | -5.3% | -0.1% | -5.2% | -5.2% |
| 30D | -6.7% | -0.7% | -6.0% | -6.1% |
| 3M | -20.2% | +4.0% | -24.2% | -23.1% |
| 6M | -35.3% | +12.3% | -47.5% | -42.0% |
| YTD | -55.9% | +14.0% | -70.0% | -60.3% |
| 1Y | -31.0% | +20.3% | -51.3% | -41.3% |
| All | -31.0% | +20.4% | -51.5% | -41.3% |
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 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