-91.8%
BLDP vs VT
+53.2%
-145.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.1% | -4.1% | +0.6% |
| 7D | -8.7% | -4.2% | -4.6% | +0.1% |
| 30D | -29.1% | -5.8% | -23.3% | -19.1% |
| 3M | -44.7% | -5.2% | -39.5% | -37.4% |
| 6M | -66.3% | +0.1% | -66.4% | -65.4% |
| YTD | -42.5% | +8.2% | -50.8% | -49.2% |
| 1Y | -60.0% | +10.1% | -70.1% | -65.7% |
| 3Y | -60.1% | +69.7% | -129.8% | -86.5% |
| 5Y | -91.8% | +53.4% | -145.1% | -96.2% |
| All | -91.8% | +53.2% | -145.0% | -96.2% |
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 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