+134.9%
BIPC price history and return analytics
+180.4%
-45.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.8% |
| 7D | +4.2% | +0.4% | +3.9% | +3.8% |
| 30D | +6.7% | -2.6% | +9.3% | +9.0% |
| 3M | +2.2% | -3.2% | +5.5% | +5.1% |
| 6M | +4.6% | +0.9% | +3.7% | +2.9% |
| YTD | -9.3% | +11.3% | -20.6% | -18.7% |
| 1Y | -8.3% | +14.0% | -22.3% | -19.7% |
| 3Y | +52.8% | +75.8% | -23.1% | -9.4% |
| 5Y | +12.3% | +57.8% | -45.5% | -27.0% |
| All | +134.9% | +180.4% | -45.5% | -12.4% |
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 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