+215.5%
BLBD vs VT
+66.2%
+149.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +7.4% | +0.4% | +7.0% | +6.8% |
| 30D | -17.3% | +1.0% | -18.3% | -18.2% |
| 3M | -11.6% | +2.4% | -13.9% | -14.0% |
| 6M | +9.3% | +12.0% | -2.7% | -5.0% |
| YTD | +35.4% | +15.3% | +20.0% | +13.2% |
| 1Y | +9.6% | +22.6% | -13.0% | -15.5% |
| 3Y | +185.2% | +74.7% | +110.5% | +40.9% |
| All | +215.5% | +66.2% | +149.3% | +79.3% |
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