+74.2%
BCS price history and return analytics
+357.6%
-283.4%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.2% | -0.5% |
| 7D | +2.6% | +0.4% | +2.2% | +1.9% |
| 30D | +1.0% | -2.6% | +3.6% | +5.6% |
| 3M | -17.0% | -3.2% | -13.7% | -12.2% |
| 6M | -1.1% | +0.9% | -2.0% | -2.4% |
| YTD | -6.8% | +11.3% | -18.1% | -21.2% |
| 1Y | +9.1% | +14.0% | -4.9% | -11.3% |
| 3Y | +282.1% | +75.8% | +206.3% | +50.7% |
| 5Y | +164.1% | +57.8% | +106.2% | +24.0% |
| 10Y | +229.9% | +219.8% | +10.1% | -55.7% |
| All | +74.2% | +357.6% | -283.4% | -78.9% |
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