+822.1%
BXC price history and return analytics
+229.8%
+592.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.4% |
| 7D | -2.5% | -1.1% | -1.4% | -0.7% |
| 30D | -10.6% | -1.0% | -9.6% | -9.0% |
| 3M | +43.6% | +3.2% | +40.5% | +36.7% |
| 6M | +45.6% | +12.5% | +33.1% | +22.1% |
| YTD | +29.8% | +14.1% | +15.8% | +6.6% |
| 1Y | -3.4% | +18.9% | -22.3% | -25.7% |
| 3Y | -6.1% | +74.1% | -80.2% | -60.0% |
| 5Y | +47.6% | +66.9% | -19.2% | -29.2% |
| All | +822.1% | +229.8% | +592.3% | +95.8% |
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