+95.2%
BXC price history and return analytics
+356.5%
-261.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | +4.0% | +2.4% | +1.7% | +1.5% |
| 30D | -10.8% | -1.5% | -9.3% | -9.0% |
| 3M | -29.6% | -4.1% | -25.5% | -25.8% |
| 6M | +29.6% | +0.6% | +29.0% | +30.0% |
| YTD | +2.7% | +11.0% | -8.4% | -6.8% |
| 1Y | +13.4% | +13.3% | +0.1% | +0.7% |
| 3Y | -21.3% | +73.4% | -94.7% | -54.9% |
| 5Y | -13.7% | +57.4% | -71.2% | -42.6% |
| 10Y | +722.3% | +221.7% | +500.6% | +209.6% |
| All | +95.2% | +356.5% | -261.3% | -8.8% |
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 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