+158.0%
BGC price history and return analytics
+223.7%
-65.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +1.4% |
| 7D | -3.9% | +0.4% | -4.2% | -4.1% |
| 30D | -4.4% | -2.6% | -1.8% | -1.2% |
| 3M | +6.2% | -3.2% | +9.4% | +10.7% |
| 6M | -3.3% | +0.9% | -4.3% | -5.5% |
| YTD | +23.6% | +11.3% | +12.2% | +5.6% |
| 1Y | +19.6% | +14.0% | +5.6% | -1.0% |
| 3Y | +81.8% | +75.8% | +5.9% | -14.5% |
| 5Y | +133.1% | +57.8% | +75.3% | +27.6% |
| 10Y | +158.0% | +219.8% | -61.8% | -35.2% |
| All | +158.0% | +223.7% | -65.7% | -35.2% |
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