+9.9%
BLDP vs VT
+224.5%
-214.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +4.0% | +0.4% | +3.6% | +3.2% |
| 30D | -11.4% | +1.0% | -12.3% | -12.7% |
| 3M | -61.4% | +2.4% | -63.8% | -62.4% |
| 6M | +8.8% | +12.0% | -3.2% | -8.3% |
| YTD | -7.9% | +15.3% | -23.2% | -25.8% |
| 1Y | +26.5% | +22.6% | +3.9% | -7.3% |
| 3Y | -44.7% | +74.7% | -119.4% | -77.5% |
| 5Y | -85.7% | +66.1% | -151.9% | -93.2% |
| All | +9.9% | +224.5% | -214.6% | -77.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling