+86.8%
BLCV vs VT
+78.2%
+8.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | 0.0% |
| 7D | +1.8% | +0.4% | +1.5% | +1.5% |
| 30D | +4.5% | -2.6% | +7.1% | +6.4% |
| 3M | +2.3% | -3.2% | +5.6% | +4.7% |
| 6M | +13.8% | +0.9% | +12.8% | +12.7% |
| YTD | +19.5% | +11.3% | +8.2% | +9.8% |
| 1Y | +24.4% | +14.0% | +10.4% | +12.1% |
| 3Y | +79.8% | +75.8% | +4.0% | +15.6% |
| All | +86.8% | +78.2% | +8.6% | +17.3% |
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