+203.7%
BDC price history and return analytics
+346.0%
-142.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.3% |
| 7D | -7.4% | -2.3% | -5.1% | -4.2% |
| 30D | -10.6% | -5.0% | -5.6% | -3.6% |
| 3M | -24.2% | -4.9% | -19.4% | -18.1% |
| 6M | -14.6% | -1.5% | -13.1% | -11.6% |
| YTD | -16.0% | +8.5% | -24.4% | -24.3% |
| 1Y | -18.2% | +11.4% | -29.6% | -29.0% |
| 3Y | +51.3% | +70.1% | -18.8% | -26.8% |
| 5Y | +49.7% | +53.7% | -4.0% | -15.8% |
| 10Y | +64.4% | +220.0% | -155.6% | -66.3% |
| All | +203.7% | +346.0% | -142.3% | -57.4% |
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