+146.0%
BLES vs VT
+186.1%
-40.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.4% | +1.4% |
| 7D | -2.1% | -4.2% | +2.0% | +2.0% |
| 30D | -1.9% | -5.8% | +3.9% | +4.0% |
| 3M | -4.0% | -5.2% | +1.3% | +1.2% |
| 6M | +1.3% | +0.1% | +1.1% | +0.8% |
| YTD | +11.3% | +8.2% | +3.1% | +2.4% |
| 1Y | +13.6% | +10.1% | +3.5% | +2.7% |
| 3Y | +56.8% | +69.7% | -12.8% | -8.6% |
| 5Y | +37.7% | +53.4% | -15.7% | -11.1% |
| All | +146.0% | +186.1% | -40.0% | -11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling