+280.3%
BCV price history and return analytics
+346.0%
-65.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.2% |
| 7D | -3.8% | -2.3% | -1.5% | -2.4% |
| 30D | -10.8% | -5.0% | -5.9% | -8.0% |
| 3M | -12.3% | -4.9% | -7.4% | -9.5% |
| 6M | -14.0% | -1.5% | -12.5% | -13.0% |
| YTD | -0.8% | +8.5% | -9.2% | -5.2% |
| 1Y | -4.2% | +11.4% | -15.6% | -9.9% |
| 3Y | +74.0% | +70.1% | +3.9% | +27.5% |
| 5Y | +6.0% | +53.7% | -47.7% | -17.9% |
| 10Y | +146.3% | +220.0% | -73.6% | +30.2% |
| All | +280.3% | +346.0% | -65.7% | +67.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling