-74.0%
BL vs VT
+53.2%
-127.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | +3.4% |
| 7D | -0.1% | -4.2% | +4.1% | +5.6% |
| 30D | +19.5% | -5.8% | +25.3% | +29.1% |
| 3M | +10.5% | -5.2% | +15.7% | +18.5% |
| 6M | +4.1% | +0.1% | +4.0% | +1.7% |
| YTD | -39.1% | +8.2% | -47.3% | -47.5% |
| 1Y | -40.8% | +10.1% | -51.0% | -50.4% |
| 3Y | -39.0% | +69.7% | -108.7% | -75.5% |
| 5Y | -74.0% | +53.4% | -127.3% | -87.6% |
| All | -74.0% | +53.2% | -127.2% | -87.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling