+294.6%
BCS price history and return analytics
+222.7%
+71.9%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.5% |
| 7D | +0.9% | -0.1% | +1.1% | +1.1% |
| 30D | -5.5% | -0.7% | -4.8% | -4.6% |
| 3M | +9.9% | +4.0% | +5.9% | +4.4% |
| 6M | +21.8% | +12.3% | +9.5% | +4.9% |
| YTD | +6.3% | +14.0% | -7.7% | -10.0% |
| 1Y | +33.2% | +20.3% | +12.9% | +5.0% |
| 3Y | +291.0% | +75.4% | +215.6% | +88.5% |
| 5Y | +209.3% | +66.0% | +143.4% | +62.0% |
| 10Y | +294.6% | +228.2% | +66.4% | -21.6% |
| All | +294.6% | +222.7% | +71.9% | -21.6% |
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