+6.9%
BLCO vs VT
+83.7%
-76.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.4% | +2.5% |
| 7D | +6.7% | -0.1% | +6.8% | +6.9% |
| 30D | +23.5% | -3.1% | +26.6% | +28.1% |
| 3M | +27.0% | -3.5% | +30.5% | +32.1% |
| 6M | +32.1% | +0.5% | +31.6% | +30.1% |
| YTD | +25.1% | +10.8% | +14.3% | +9.4% |
| 1Y | +33.8% | +11.9% | +21.9% | +15.7% |
| 3Y | +33.2% | +73.0% | -39.7% | -31.3% |
| All | +6.9% | +83.7% | -76.9% | -49.0% |
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