-84.0%
BVC price history and return analytics
+81.2%
-165.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.0% | +6.0% |
| 7D | -3.2% | -0.7% | -2.5% | -3.2% |
| 30D | +33.2% | -1.7% | +35.0% | +33.5% |
| 3M | +12.2% | -2.3% | +14.5% | +12.5% |
| 6M | +67.2% | +1.5% | +65.7% | +66.9% |
| YTD | +38.6% | +12.0% | +26.6% | +37.6% |
| 1Y | +83.7% | +12.9% | +70.9% | +82.3% |
| 3Y | -77.8% | +74.9% | -152.8% | -77.9% |
| 5Y | -73.8% | +59.9% | -133.7% | -73.0% |
| All | -84.0% | +81.2% | -165.3% | -87.3% |
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