+34.9%
BCSF price history and return analytics
+66.2%
-31.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -2.3% | +1.0% | -3.3% | -2.9% |
| 30D | -11.3% | -0.2% | -11.1% | -11.2% |
| 3M | -6.4% | +4.5% | -11.0% | -9.3% |
| 6M | -1.7% | +14.1% | -15.8% | -10.0% |
| YTD | -10.5% | +14.8% | -25.3% | -18.4% |
| 1Y | -14.5% | +21.2% | -35.7% | -24.8% |
| 3Y | +4.5% | +76.6% | -72.1% | -27.8% |
| 5Y | +34.9% | +66.6% | -31.6% | -7.5% |
| All | +34.9% | +66.2% | -31.3% | -7.5% |
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