-48.4%
BLMN vs VT
+74.1%
-122.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +1.6% |
| 7D | -5.7% | +0.4% | -6.1% | -6.1% |
| 30D | +19.5% | -2.6% | +22.1% | +24.3% |
| 3M | -6.1% | -3.2% | -2.9% | -1.4% |
| 6M | +26.6% | +0.9% | +25.7% | +23.3% |
| YTD | +66.6% | +11.3% | +55.3% | +41.3% |
| 1Y | +53.9% | +14.0% | +39.9% | +25.5% |
| 3Y | -48.4% | +75.8% | -124.2% | -77.8% |
| All | -48.4% | +74.1% | -122.5% | -77.8% |
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