-3.5%
BLLN vs VT
+13.1%
-16.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.8% | -4.7% |
| 7D | -7.7% | +2.4% | -10.1% | -10.9% |
| 30D | +7.4% | -1.5% | +8.9% | +9.6% |
| 3M | +11.8% | -4.1% | +15.9% | +19.1% |
| 6M | +16.1% | +0.6% | +15.5% | +15.0% |
| YTD | +28.5% | +11.0% | +17.4% | -0.6% |
| 1Y | +17.4% | +13.3% | +4.1% | -16.0% |
| All | -3.5% | +13.1% | -16.6% | -32.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling