-88.7%
BCG price history and return analytics
+47.0%
-135.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.5% |
| 7D | +0.9% | -0.1% | +1.1% | +1.1% |
| 30D | +1.9% | -3.1% | +5.0% | +3.4% |
| 3M | -21.3% | -3.5% | -17.8% | -19.9% |
| 6M | -50.0% | +0.5% | -50.5% | -50.0% |
| YTD | -62.8% | +10.8% | -73.6% | -64.1% |
| 1Y | -28.2% | +11.9% | -40.1% | -30.6% |
| All | -88.7% | +47.0% | -135.7% | -87.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling