-87.4%
BCG price history and return analytics
+52.3%
-139.7%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.5% | -7.2% | -7.5% |
| 7D | -11.8% | +1.0% | -12.8% | -12.1% |
| 30D | -11.1% | -0.2% | -10.9% | -11.0% |
| 3M | -26.4% | +4.5% | -30.9% | -27.8% |
| 6M | -43.9% | +14.1% | -58.0% | -47.0% |
| YTD | -58.3% | +14.8% | -73.1% | -60.4% |
| 1Y | -30.6% | +21.2% | -51.8% | -34.7% |
| All | -87.4% | +52.3% | -139.7% | -86.4% |
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