+138.8%
BVC price history and return analytics
+66.2%
+72.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +19.4% | +0.4% | +18.9% | +19.0% |
| 30D | +43.7% | +1.0% | +42.7% | +43.0% |
| 3M | +59.0% | +2.4% | +56.6% | +56.7% |
| 6M | +121.7% | +12.0% | +109.7% | +105.3% |
| YTD | +1,261.4% | +15.3% | +1,246.1% | +1,147.1% |
| 1Y | +2,248.0% | +22.6% | +2,225.4% | +2,055.2% |
| 3Y | +111.7% | +74.7% | +37.1% | +97.8% |
| All | +138.8% | +66.2% | +72.6% | +123.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling