+100.3%
BCX price history and return analytics
+66.2%
+34.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | -0.3% | +1.0% | -1.3% | -1.0% |
| 30D | +9.7% | -0.2% | +9.9% | +9.8% |
| 3M | +14.8% | +4.5% | +10.3% | +10.9% |
| 6M | +11.4% | +14.1% | -2.6% | +0.9% |
| YTD | +25.9% | +14.8% | +11.2% | +13.6% |
| 1Y | +41.0% | +21.2% | +19.8% | +22.1% |
| 3Y | +75.9% | +76.6% | -0.6% | +15.1% |
| 5Y | +100.3% | +66.6% | +33.7% | +36.8% |
| All | +100.3% | +66.2% | +34.1% | +36.8% |
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