-10.5%
BDC price history and return analytics
+15.2%
-25.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -4.8% |
| 7D | -1.4% | -0.3% | -1.1% | -1.0% |
| 30D | -5.6% | -1.4% | -4.1% | -3.2% |
| 3M | -17.4% | -1.4% | -16.1% | -15.2% |
| 6M | -6.0% | +5.5% | -11.5% | -11.9% |
| YTD | -9.7% | +12.8% | -22.5% | -23.9% |
| 1Y | -10.5% | +15.4% | -26.0% | -27.2% |
| All | -10.5% | +15.2% | -25.8% | -27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling