+195.6%
BCS price history and return analytics
+222.7%
-27.0%
-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 | +0.1% | +2.9% | -2.8% | -3.7% |
| 30D | -1.0% | -2.5% | +1.6% | +2.6% |
| 3M | -18.5% | -3.3% | -15.2% | -14.6% |
| 6M | +1.6% | +1.5% | +0.1% | -0.1% |
| YTD | -8.2% | +11.4% | -19.5% | -19.6% |
| 1Y | +3.8% | +11.9% | -8.1% | -9.6% |
| 3Y | +273.5% | +73.9% | +199.7% | +82.8% |
| 5Y | +156.7% | +57.9% | +98.8% | +44.2% |
| All | +195.6% | +222.7% | -27.0% | -44.4% |
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