-10.6%
BCIC price history and return analytics
+357.6%
-368.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.6% | +3.9% | +4.0% |
| 7D | +11.4% | +0.4% | +11.0% | +10.9% |
| 30D | -3.9% | -2.6% | -1.3% | -1.6% |
| 3M | -9.0% | -3.2% | -5.8% | -6.3% |
| 6M | -15.0% | +0.9% | -15.9% | -16.1% |
| YTD | -36.9% | +11.3% | -48.2% | -43.5% |
| 1Y | -38.6% | +14.0% | -52.6% | -46.3% |
| 3Y | -38.5% | +75.8% | -114.3% | -65.4% |
| 5Y | -48.5% | +57.8% | -106.3% | -69.1% |
| 10Y | -23.3% | +219.8% | -243.1% | -79.4% |
| All | -10.6% | +357.6% | -368.2% | -87.0% |
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