+64.1%
BDC price history and return analytics
+57.4%
+6.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.6% | +6.7% | +5.6% |
| 7D | -0.5% | +0.4% | -0.9% | -0.7% |
| 30D | -2.1% | -2.6% | +0.5% | +2.1% |
| 3M | -19.5% | -3.2% | -16.2% | -15.0% |
| 6M | -4.7% | +0.9% | -5.7% | -4.6% |
| YTD | -8.2% | +11.3% | -19.5% | -19.5% |
| 1Y | -10.6% | +14.0% | -24.6% | -24.1% |
| 3Y | +67.9% | +75.8% | -7.9% | -17.2% |
| 5Y | +64.1% | +57.8% | +6.3% | -4.3% |
| All | +64.1% | +57.4% | +6.7% | -4.3% |
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