-9.8%
BLCO vs VT
+91.3%
-101.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +5.2% | +0.4% | +4.7% | +4.6% |
| 30D | +7.6% | +1.0% | +6.7% | +6.4% |
| 3M | +17.5% | +2.4% | +15.1% | +13.7% |
| 6M | -0.1% | +12.0% | -12.1% | -13.4% |
| YTD | +5.6% | +15.3% | -9.7% | -11.8% |
| 1Y | +23.6% | +22.6% | +1.1% | -3.9% |
| 3Y | +0.5% | +74.7% | -74.2% | -48.7% |
| All | -9.8% | +91.3% | -101.1% | -58.9% |
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