-12.2%
BLIN vs VT
+73.6%
-85.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.5% |
| 7D | -7.1% | -0.1% | -7.0% | -6.6% |
| 30D | -12.2% | -3.1% | -9.1% | -8.8% |
| 3M | -42.0% | -3.5% | -38.5% | -39.4% |
| 6M | -36.3% | +0.5% | -36.7% | -36.1% |
| YTD | -21.7% | +10.8% | -32.5% | -29.1% |
| 1Y | -44.4% | +11.9% | -56.3% | -50.1% |
| All | -12.2% | +73.6% | -85.8% | -47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling