+306.2%
BLBD vs VT
+223.7%
+82.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +0.9% |
| 7D | +4.4% | +0.4% | +4.1% | +4.0% |
| 30D | +7.2% | -2.6% | +9.8% | +10.3% |
| 3M | -12.3% | -3.2% | -9.0% | -9.0% |
| 6M | -15.1% | +0.9% | -16.0% | -15.8% |
| YTD | +28.3% | +11.3% | +17.0% | +13.8% |
| 1Y | +19.8% | +14.0% | +5.8% | +3.2% |
| 3Y | +239.1% | +75.8% | +163.2% | +81.3% |
| 5Y | +147.0% | +57.8% | +89.2% | +50.2% |
| 10Y | +306.2% | +219.8% | +86.4% | +20.8% |
| All | +306.2% | +223.7% | +82.5% | +20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling