+9.6%
BLMN vs VT
+344.0%
-334.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | +0.9% |
| 7D | -2.1% | -4.2% | +2.1% | +3.8% |
| 30D | +25.5% | -5.8% | +31.3% | +36.1% |
| 3M | -11.6% | -5.2% | -6.4% | -4.9% |
| 6M | +81.8% | +0.1% | +81.6% | +81.3% |
| YTD | +69.7% | +8.2% | +61.5% | +52.6% |
| 1Y | +44.8% | +10.1% | +34.7% | +27.3% |
| 3Y | -50.2% | +69.7% | -119.9% | -75.0% |
| 5Y | -43.7% | +53.4% | -97.1% | -67.3% |
| 10Y | -21.4% | +219.2% | -240.6% | -78.3% |
| All | +9.6% | +344.0% | -334.4% | -75.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling