+46.6%
BEPC price history and return analytics
+131.8%
-85.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.0% |
| 7D | +2.9% | +1.0% | +1.9% | +1.9% |
| 30D | -2.3% | -0.2% | -2.1% | -2.0% |
| 3M | -14.5% | +4.5% | -19.1% | -18.2% |
| 6M | -17.0% | +14.1% | -31.0% | -26.8% |
| YTD | -12.4% | +14.8% | -27.2% | -23.2% |
| 1Y | +1.5% | +21.2% | -19.7% | -15.6% |
| 3Y | +41.4% | +76.6% | -35.1% | -17.1% |
| 5Y | -8.5% | +66.6% | -75.1% | -43.8% |
| All | +46.6% | +131.8% | -85.2% | -33.6% |
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