-59.2%
BLDP vs VT
+11.9%
-71.0%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -5.7% |
| 7D | -4.1% | +2.9% | -7.0% | -10.7% |
| 30D | -20.9% | -2.5% | -18.4% | -15.1% |
| 3M | -46.6% | -3.3% | -43.2% | -41.1% |
| 6M | -66.3% | +1.5% | -67.9% | -66.5% |
| YTD | -44.9% | +11.4% | -56.2% | -55.6% |
| 1Y | -59.2% | +11.9% | -71.1% | -67.4% |
| All | -59.2% | +11.9% | -71.0% | -67.4% |
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