+151.4%
BCV price history and return analytics
+224.4%
-73.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +1.5% |
| 7D | -2.0% | -0.7% | -1.4% | -1.5% |
| 30D | -6.8% | -1.7% | -5.1% | -5.4% |
| 3M | -12.1% | -2.3% | -9.8% | -10.3% |
| 6M | -12.2% | +1.5% | -13.7% | -13.1% |
| YTD | +2.0% | +12.0% | -10.1% | -6.6% |
| 1Y | -2.8% | +12.9% | -15.6% | -11.4% |
| 3Y | +85.1% | +74.9% | +10.1% | +18.6% |
| 5Y | +8.9% | +59.9% | -51.1% | -25.5% |
| 10Y | +151.4% | +224.6% | -73.2% | +6.6% |
| All | +151.4% | +224.4% | -73.0% | +6.6% |
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