+196.0%
BCS price history and return analytics
+221.8%
-25.7%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.5% |
| 7D | +2.4% | +2.4% | +0.1% | -0.7% |
| 30D | +0.6% | -1.5% | +2.1% | +2.7% |
| 3M | -18.6% | -4.1% | -14.5% | -13.7% |
| 6M | +1.3% | +0.6% | +0.7% | +0.9% |
| YTD | -8.0% | +11.0% | -19.1% | -19.2% |
| 1Y | +5.2% | +13.3% | -8.2% | -10.0% |
| 3Y | +274.0% | +73.4% | +200.6% | +83.7% |
| 5Y | +157.0% | +57.4% | +99.6% | +44.9% |
| All | +196.0% | +221.8% | -25.7% | -44.1% |
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