+47.6%
BXC price history and return analytics
+63.7%
-16.0%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +1.1% |
| 7D | +3.2% | -2.0% | +5.2% | +7.0% |
| 30D | -11.3% | -1.4% | -9.8% | -8.8% |
| 3M | +52.7% | +4.7% | +48.0% | +40.8% |
| 6M | +40.6% | +11.4% | +29.3% | +18.0% |
| YTD | +29.8% | +13.1% | +16.8% | +6.1% |
| 1Y | +0.3% | +19.0% | -18.8% | -25.1% |
| 3Y | -5.5% | +73.9% | -79.4% | -63.7% |
| 5Y | +47.6% | +65.4% | -17.8% | -30.2% |
| All | +47.6% | +63.7% | -16.0% | -30.2% |
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