-49.1%
BLMN vs VT
+69.4%
-118.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | +1.4% |
| 7D | -2.1% | -4.2% | +2.1% | +4.3% |
| 30D | +25.5% | -5.8% | +31.3% | +37.1% |
| 3M | -11.6% | -5.2% | -6.4% | -4.4% |
| 6M | +81.8% | +0.1% | +81.6% | +80.0% |
| YTD | +69.7% | +8.2% | +61.5% | +49.8% |
| 1Y | +44.8% | +10.1% | +34.7% | +24.5% |
| All | -49.1% | +69.4% | -118.5% | -77.3% |
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