+190.2%
BGC price history and return analytics
+222.7%
-32.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.5% | +2.6% |
| 7D | +2.9% | -0.1% | +3.0% | +3.0% |
| 30D | +18.7% | -0.7% | +19.3% | +19.7% |
| 3M | +11.3% | +4.0% | +7.3% | +5.2% |
| 6M | +28.8% | +12.3% | +16.5% | +9.4% |
| YTD | +37.3% | +14.0% | +23.3% | +13.9% |
| 1Y | +22.5% | +20.3% | +2.2% | -5.4% |
| 3Y | +145.2% | +75.4% | +69.8% | +15.9% |
| 5Y | +150.9% | +66.0% | +84.9% | +28.7% |
| 10Y | +190.2% | +228.2% | -38.0% | -32.9% |
| All | +190.2% | +222.7% | -32.5% | -32.9% |
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