+91.9%
BCI price history and return analytics
+190.0%
-98.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -0.6% | +2.4% | -2.9% | -1.2% |
| 30D | -7.0% | -1.5% | -5.5% | -6.7% |
| 3M | +0.5% | -4.1% | +4.7% | +1.5% |
| 6M | -4.9% | +0.6% | -5.4% | -5.2% |
| YTD | +25.4% | +11.0% | +14.4% | +21.3% |
| 1Y | +26.0% | +13.3% | +12.7% | +21.1% |
| 3Y | +46.1% | +73.4% | -27.3% | +23.4% |
| 5Y | +54.5% | +57.4% | -2.9% | +33.2% |
| All | +91.9% | +190.0% | -98.2% | +46.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling