-98.6%
BBLG vs VT
+74.0%
-172.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.8% | -0.3% | -18.5% | -18.5% |
| 7D | -2.4% | +2.4% | -4.8% | -4.3% |
| 30D | -21.7% | -1.5% | -20.2% | -20.7% |
| 3M | -51.8% | -4.1% | -47.7% | -50.2% |
| 6M | -75.0% | +0.6% | -75.6% | -75.2% |
| YTD | -77.6% | +11.0% | -88.6% | -79.5% |
| 1Y | -80.9% | +13.3% | -94.2% | -82.8% |
| 3Y | -98.6% | +73.4% | -172.0% | -98.6% |
| All | -98.6% | +74.0% | -172.7% | -98.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling