-72.7%
BL vs VT
+66.2%
-138.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | -0.8% | +0.4% | -1.3% | -1.4% |
| 30D | +7.4% | +1.0% | +6.4% | +6.0% |
| 3M | +13.9% | +2.4% | +11.6% | +9.4% |
| 6M | -11.7% | +12.0% | -23.7% | -26.7% |
| YTD | -40.8% | +15.3% | -56.2% | -53.0% |
| 1Y | -38.4% | +22.6% | -60.9% | -55.5% |
| 3Y | -44.0% | +74.7% | -118.6% | -77.8% |
| All | -72.7% | +66.2% | -138.9% | -88.2% |
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