-55.3%
BLDP vs VT
+76.6%
-131.9%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | -0.8% |
| 7D | -1.9% | -0.3% | -1.5% | -1.3% |
| 30D | -22.8% | -1.4% | -21.4% | -20.4% |
| 3M | -42.0% | -1.4% | -40.6% | -40.0% |
| 6M | -51.7% | +5.5% | -57.1% | -54.9% |
| YTD | -37.4% | +12.8% | -50.2% | -47.7% |
| 1Y | -52.8% | +15.4% | -68.2% | -61.9% |
| All | -55.3% | +76.6% | -131.9% | -86.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling