+36.5%
BALT vs VT
+68.7%
-32.2%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.1% |
| 7D | 0.0% | -0.3% | +0.3% | +0.1% |
| 30D | +0.3% | -1.4% | +1.8% | +0.5% |
| 3M | +1.4% | -1.4% | +2.7% | +1.6% |
| 6M | +3.3% | +5.5% | -2.1% | +2.4% |
| YTD | +4.7% | +12.8% | -8.1% | +2.5% |
| 1Y | +6.4% | +15.4% | -9.0% | +3.8% |
| 3Y | +25.4% | +76.9% | -51.5% | +14.2% |
| 5Y | +35.6% | +60.4% | -24.8% | +23.7% |
| All | +36.5% | +68.7% | -32.2% | +24.0% |
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