-82.1%
BLIN vs VT
+53.4%
-135.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.2% | -7.7% | -7.7% |
| 7D | -6.1% | -2.3% | -3.7% | -3.3% |
| 30D | -20.5% | -5.0% | -15.6% | -15.7% |
| 3M | -42.6% | -4.9% | -37.7% | -39.1% |
| 6M | -38.0% | -1.5% | -36.5% | -36.7% |
| YTD | -25.3% | +8.5% | -33.8% | -31.5% |
| 1Y | -50.4% | +11.4% | -61.8% | -55.7% |
| 3Y | -17.3% | +70.1% | -87.4% | -54.0% |
| All | -82.1% | +53.4% | -135.5% | -86.2% |
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