+4,935.7%
BLFS vs VT
+374.2%
+4,561.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -3.1% | +0.4% | -3.6% | -3.3% |
| 30D | +4.3% | +1.0% | +3.3% | +3.8% |
| 3M | +30.1% | +2.4% | +27.7% | +28.6% |
| 6M | +70.5% | +12.0% | +58.5% | +61.5% |
| YTD | +45.8% | +15.3% | +30.4% | +36.3% |
| 1Y | +36.3% | +22.6% | +13.7% | +23.9% |
| 3Y | +163.1% | +74.7% | +88.4% | +108.9% |
| 5Y | -33.8% | +66.1% | -100.0% | -46.3% |
| 10Y | +1,949.4% | +225.0% | +1,724.4% | +1,472.4% |
| All | +4,935.7% | +374.2% | +4,561.5% | +4,851.6% |
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 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