+102.0%
BCX price history and return analytics
+347.1%
-245.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -0.3% |
| 7D | +2.5% | +0.4% | +2.2% | +2.1% |
| 30D | -0.2% | -2.6% | +2.4% | +2.0% |
| 3M | +1.4% | -3.2% | +4.6% | +4.0% |
| 6M | +2.0% | +0.9% | +1.0% | +0.5% |
| YTD | +16.4% | +11.3% | +5.1% | +4.8% |
| 1Y | +29.5% | +14.0% | +15.5% | +14.2% |
| 3Y | +79.8% | +75.8% | +4.0% | +6.0% |
| 5Y | +78.9% | +57.8% | +21.1% | +15.3% |
| 10Y | +202.8% | +219.8% | -17.0% | +2.5% |
| All | +102.0% | +347.1% | -245.1% | -48.8% |
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 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