+2.0%
BSCU price history and return analytics
+113.7%
-111.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | +0.2% | -1.6% | +1.8% | +0.4% |
| 30D | +1.4% | -2.5% | +3.9% | +1.7% |
| 3M | -0.3% | -1.3% | +1.0% | -0.1% |
| 6M | -0.3% | +3.1% | -3.4% | -0.8% |
| YTD | +0.1% | +10.9% | -10.9% | -1.5% |
| 1Y | +1.1% | +12.1% | -10.9% | -0.6% |
| 3Y | +19.6% | +73.9% | -54.3% | +9.4% |
| 5Y | +3.1% | +58.0% | -54.9% | -6.1% |
| All | +2.0% | +113.7% | -111.7% | -10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling