-0.8%
BSCV price history and return analytics
+63.9%
-64.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | -0.4% | -0.7% | +0.3% | -0.3% |
| 30D | +0.9% | -1.7% | +2.7% | +1.2% |
| 3M | -0.8% | -2.3% | +1.5% | -0.4% |
| 6M | -0.9% | +1.5% | -2.4% | -1.2% |
| YTD | -0.7% | +12.0% | -12.7% | -2.6% |
| 1Y | -0.1% | +12.9% | -13.0% | -2.2% |
| 3Y | +20.2% | +74.9% | -54.8% | +8.2% |
| 5Y | +0.9% | +59.9% | -59.0% | -10.5% |
| All | -0.8% | +63.9% | -64.7% | -12.0% |
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