+84.1%
BDC price history and return analytics
+226.9%
-142.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.0% |
| 7D | -3.2% | -2.0% | -1.2% | -0.3% |
| 30D | -14.5% | -1.4% | -13.0% | -12.5% |
| 3M | +8.9% | +4.7% | +4.1% | +2.8% |
| 6M | -8.1% | +11.4% | -19.5% | -20.4% |
| YTD | -1.1% | +13.1% | -14.2% | -16.0% |
| 1Y | -11.2% | +19.0% | -30.2% | -29.8% |
| 3Y | +20.0% | +73.9% | -53.9% | -42.6% |
| 5Y | +102.4% | +65.4% | +37.0% | +5.0% |
| All | +84.1% | +226.9% | -142.7% | -62.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling