-3.5%
BXC price history and return analytics
+23.3%
-26.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +3.0% | +0.4% | +2.6% | +2.2% |
| 30D | +12.8% | +1.0% | +11.8% | +10.9% |
| 3M | +58.4% | +2.4% | +56.0% | +51.8% |
| 6M | +27.9% | +12.0% | +15.9% | +5.9% |
| YTD | +33.2% | +15.3% | +17.8% | +4.9% |
| 1Y | -3.5% | +22.6% | -26.1% | -35.9% |
| All | -3.5% | +23.3% | -26.8% | -35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling