+106.6%
BCI price history and return analytics
+197.8%
-91.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | +7.7% | -0.7% | +8.4% | +7.9% |
| 3M | +11.6% | +4.0% | +7.6% | +10.3% |
| 6M | +14.0% | +12.3% | +1.7% | +10.1% |
| YTD | +35.1% | +14.0% | +21.0% | +29.8% |
| 1Y | +45.5% | +20.3% | +25.2% | +37.7% |
| 3Y | +54.9% | +75.4% | -20.5% | +30.6% |
| 5Y | +77.0% | +66.0% | +11.1% | +50.5% |
| All | +106.6% | +197.8% | -91.3% | +56.8% |
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