+179.2%
BCV price history and return analytics
+222.7%
-43.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | +2.1% | -0.1% | +2.2% | +2.2% |
| 30D | -1.0% | -0.7% | -0.3% | -0.4% |
| 3M | -1.5% | +4.0% | -5.5% | -4.4% |
| 6M | +16.1% | +12.3% | +3.8% | +6.2% |
| YTD | +15.0% | +14.0% | +0.9% | +3.8% |
| 1Y | +24.8% | +20.3% | +4.5% | +8.2% |
| 3Y | +86.3% | +75.4% | +10.9% | +19.4% |
| 5Y | +21.3% | +66.0% | -44.7% | -19.2% |
| 10Y | +179.2% | +228.2% | -49.0% | +19.0% |
| All | +179.2% | +222.7% | -43.5% | +19.0% |
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