+59.2%
BLMN vs VT
+15.2%
+44.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +4.9% |
| 7D | +9.8% | -0.3% | +10.1% | +10.3% |
| 30D | +32.5% | -1.4% | +33.9% | +35.0% |
| 3M | +23.0% | -1.4% | +24.4% | +25.2% |
| 6M | +94.8% | +5.5% | +89.4% | +76.8% |
| YTD | +77.8% | +12.8% | +65.0% | +48.2% |
| 1Y | +59.2% | +15.4% | +43.8% | +27.1% |
| All | +59.2% | +15.2% | +44.0% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling