+35.3%
BALT vs VT
+72.4%
-37.1%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.2% | +0.4% | -0.3% | +0.1% |
| 30D | +0.5% | +1.0% | -0.5% | +0.3% |
| 3M | +1.8% | +2.4% | -0.6% | +1.4% |
| 6M | +3.1% | +12.0% | -8.9% | +1.1% |
| YTD | +3.9% | +15.3% | -11.5% | +1.3% |
| 1Y | +6.7% | +22.6% | -15.9% | +3.0% |
| 3Y | +23.6% | +74.7% | -51.1% | +12.7% |
| 5Y | +34.8% | +66.1% | -31.4% | +22.4% |
| All | +35.3% | +72.4% | -37.1% | +22.6% |
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