+151.2%
BXC price history and return analytics
+371.8%
-220.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | +8.6% | +1.0% | +7.5% | +7.3% |
| 30D | -9.7% | -0.2% | -9.5% | -9.3% |
| 3M | +57.4% | +4.5% | +52.9% | +50.2% |
| 6M | +35.4% | +14.1% | +21.4% | +18.5% |
| YTD | +32.1% | +14.8% | +17.4% | +15.0% |
| 1Y | -5.2% | +21.2% | -26.4% | -22.2% |
| 3Y | -3.8% | +76.6% | -80.4% | -46.2% |
| 5Y | +48.8% | +66.6% | -17.8% | -7.0% |
| 10Y | +819.3% | +222.3% | +597.0% | +240.9% |
| All | +151.2% | +371.8% | -220.6% | +12.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling