+51.7%
BCSF price history and return analytics
+162.0%
-110.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -0.6% | +2.4% | -3.0% | -2.7% |
| 30D | +5.8% | -1.5% | +7.3% | +7.0% |
| 3M | -9.2% | -4.1% | -5.1% | -6.1% |
| 6M | -11.5% | +0.6% | -12.0% | -12.3% |
| YTD | -11.6% | +11.0% | -22.6% | -19.9% |
| 1Y | -7.5% | +13.3% | -20.8% | -17.7% |
| 3Y | +5.9% | +73.4% | -67.5% | -36.4% |
| 5Y | +25.8% | +57.4% | -31.6% | -17.9% |
| All | +51.7% | +162.0% | -110.3% | -45.2% |
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 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