+27.7%
BCSF price history and return analytics
+57.0%
-29.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -0.6% | +2.4% | -3.0% | -2.2% |
| 30D | +5.8% | -1.5% | +7.3% | +6.8% |
| 3M | -9.2% | -4.1% | -5.1% | -6.8% |
| 6M | -11.5% | +0.6% | -12.0% | -12.0% |
| YTD | -11.6% | +11.0% | -22.6% | -17.8% |
| 1Y | -7.5% | +13.3% | -20.8% | -15.2% |
| 3Y | +5.9% | +73.4% | -67.5% | -26.4% |
| All | +27.7% | +57.0% | -29.3% | -10.4% |
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