+503.8%
BLBD vs VT
+238.9%
+264.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.1% |
| 7D | +3.9% | -2.3% | +6.2% | +6.4% |
| 30D | +4.0% | -5.0% | +9.0% | +9.5% |
| 3M | -12.0% | -4.9% | -7.1% | -7.4% |
| 6M | -10.7% | -1.5% | -9.1% | -9.2% |
| YTD | +23.6% | +8.5% | +15.1% | +13.9% |
| 1Y | +14.9% | +11.4% | +3.6% | +3.0% |
| 3Y | +209.0% | +70.1% | +138.9% | +83.1% |
| 5Y | +166.0% | +53.7% | +112.3% | +75.4% |
| 10Y | +300.6% | +220.0% | +80.7% | +59.8% |
| All | +503.8% | +238.9% | +264.9% | +139.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling