-88.4%
BCG price history and return analytics
+47.7%
-136.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -2.1% |
| 7D | +0.9% | +0.4% | +0.5% | +0.9% |
| 30D | +4.8% | -2.6% | +7.4% | +6.1% |
| 3M | -18.5% | -3.2% | -15.3% | -17.2% |
| 6M | -48.6% | +0.9% | -49.5% | -48.7% |
| YTD | -61.8% | +11.3% | -73.1% | -63.1% |
| 1Y | -27.2% | +14.0% | -41.2% | -30.0% |
| All | -88.4% | +47.7% | -136.1% | -87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling