+217.0%
BCS price history and return analytics
+66.2%
+150.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.1% |
| 7D | +2.5% | +1.0% | +1.5% | +1.2% |
| 30D | -4.0% | -0.2% | -3.8% | -3.7% |
| 3M | +11.8% | +4.5% | +7.3% | +5.6% |
| 6M | +24.0% | +14.1% | +9.9% | +5.0% |
| YTD | +7.8% | +14.8% | -7.0% | -9.1% |
| 1Y | +37.5% | +21.2% | +16.3% | +8.2% |
| 3Y | +296.4% | +76.6% | +219.8% | +97.2% |
| 5Y | +217.0% | +66.6% | +150.4% | +70.2% |
| All | +217.0% | +66.2% | +150.8% | +70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling