+40.7%
BLLN vs VT
+0.4%
+40.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +3.6% |
| 7D | -2.1% | -4.2% | +2.0% | +2.9% |
| 30D | +12.5% | -5.8% | +18.3% | +21.0% |
| 3M | -25.1% | -5.2% | -19.8% | -19.9% |
| 6M | +40.7% | +0.1% | +40.5% | +48.0% |
| All | +40.7% | +0.4% | +40.2% | +48.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling