+6.9%
BCV price history and return analytics
+57.4%
-50.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.1% |
| 7D | -2.4% | +0.4% | -2.7% | -2.6% |
| 30D | -8.1% | -2.6% | -5.5% | -6.2% |
| 3M | -12.0% | -3.2% | -8.8% | -9.7% |
| 6M | -11.8% | +0.9% | -12.7% | -12.2% |
| YTD | +1.1% | +11.3% | -10.2% | -6.5% |
| 1Y | -1.3% | +14.0% | -15.3% | -10.3% |
| 3Y | +84.0% | +75.8% | +8.2% | +19.3% |
| 5Y | +6.9% | +57.8% | -51.0% | -24.3% |
| All | +6.9% | +57.4% | -50.5% | -24.3% |
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