+133.7%
BIPC price history and return analytics
+173.3%
-39.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.4% |
| 7D | +5.8% | -2.3% | +8.1% | +7.9% |
| 30D | +5.4% | -5.0% | +10.3% | +10.0% |
| 3M | +1.3% | -4.9% | +6.1% | +5.7% |
| 6M | +2.7% | -1.5% | +4.2% | +3.2% |
| YTD | -9.8% | +8.5% | -18.3% | -17.2% |
| 1Y | -11.0% | +11.4% | -22.4% | -20.4% |
| 3Y | +45.2% | +70.1% | -24.9% | -11.2% |
| 5Y | +15.2% | +53.7% | -38.6% | -23.4% |
| All | +133.7% | +173.3% | -39.6% | -10.8% |
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