-86.2%
BLDP vs VT
+66.2%
-152.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +4.0% | +0.4% | +3.6% | +3.0% |
| 30D | -11.4% | +1.0% | -12.3% | -12.9% |
| 3M | -61.4% | +2.4% | -63.8% | -62.6% |
| 6M | +8.8% | +12.0% | -3.2% | -11.7% |
| YTD | -7.9% | +15.3% | -23.2% | -29.3% |
| 1Y | +26.5% | +22.6% | +3.9% | -13.4% |
| 3Y | -44.7% | +74.7% | -119.4% | -82.3% |
| All | -86.2% | +66.2% | -152.4% | -94.6% |
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