-7.8%
BDC price history and return analytics
+20.4%
-28.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.5% |
| 7D | +1.7% | -0.1% | +1.9% | +2.0% |
| 30D | -12.9% | -0.7% | -12.2% | -11.8% |
| 3M | +7.0% | +4.0% | +3.0% | +1.6% |
| 6M | -4.1% | +12.3% | -16.4% | -17.8% |
| YTD | +1.1% | +14.0% | -12.9% | -15.3% |
| 1Y | -7.8% | +20.3% | -28.1% | -30.7% |
| All | -7.8% | +20.4% | -28.3% | -30.7% |
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