+28.7%
BLCO vs VT
+10.5%
+18.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.1% |
| 7D | -0.1% | -2.3% | +2.3% | +2.0% |
| 30D | +15.3% | -5.0% | +20.2% | +20.5% |
| 3M | +22.3% | -4.9% | +27.1% | +27.6% |
| 6M | +24.9% | -1.5% | +26.5% | +24.9% |
| YTD | +17.0% | +8.5% | +8.6% | +1.6% |
| 1Y | +28.7% | +11.4% | +17.3% | +6.4% |
| All | +28.7% | +10.5% | +18.2% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling