+19.8%
BSCX price history and return analytics
+77.8%
-58.0%
-5.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -0.5% | -0.7% | +0.2% | -0.4% |
| 3M | -0.9% | +4.0% | -4.9% | -1.5% |
| 6M | -2.0% | +12.3% | -14.3% | -3.6% |
| YTD | -1.0% | +14.0% | -15.0% | -2.8% |
| 1Y | +0.2% | +20.3% | -20.1% | -2.4% |
| All | +19.8% | +77.8% | -58.0% | +4.7% |
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