+67.8%
BCS price history and return analytics
+346.0%
-278.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.4% | -2.5% |
| 7D | +0.1% | -2.3% | +2.5% | +4.1% |
| 30D | -2.9% | -5.0% | +2.0% | +5.6% |
| 3M | -19.9% | -4.9% | -15.0% | -12.9% |
| 6M | -6.0% | -1.5% | -4.4% | -3.3% |
| YTD | -10.2% | +8.5% | -18.7% | -20.9% |
| 1Y | +5.8% | +11.4% | -5.5% | -10.6% |
| 3Y | +263.0% | +70.1% | +193.0% | +51.3% |
| 5Y | +152.6% | +53.7% | +98.9% | +23.8% |
| 10Y | +240.3% | +220.0% | +20.4% | -54.6% |
| All | +67.8% | +346.0% | -278.2% | -78.8% |
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