-92.0%
BLDP vs VT
+53.4%
-145.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.2% | +5.0% |
| 7D | -1.9% | -2.3% | +0.4% | +3.4% |
| 30D | -23.0% | -5.0% | -18.0% | -13.8% |
| 3M | -39.6% | -4.9% | -34.7% | -32.2% |
| 6M | -67.8% | -1.5% | -66.2% | -65.8% |
| YTD | -39.4% | +8.5% | -47.9% | -46.6% |
| 1Y | -56.6% | +11.4% | -68.0% | -63.7% |
| 3Y | -56.7% | +70.1% | -126.8% | -85.4% |
| All | -92.0% | +53.4% | -145.4% | -96.3% |
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