+2.5%
BLMN vs VT
+373.2%
-370.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -7.5% | +0.4% | -7.9% | -8.0% |
| 30D | -17.4% | +1.0% | -18.4% | -18.5% |
| 3M | +37.1% | +2.4% | +34.7% | +31.8% |
| 6M | +49.0% | +12.0% | +37.0% | +27.8% |
| YTD | +58.7% | +15.3% | +43.3% | +30.9% |
| 1Y | +35.8% | +22.6% | +13.2% | +3.4% |
| 3Y | -61.0% | +74.7% | -135.7% | -81.2% |
| 5Y | -55.3% | +66.1% | -121.5% | -76.7% |
| 10Y | -37.0% | +225.0% | -262.0% | -83.5% |
| All | +2.5% | +373.2% | -370.7% | -78.9% |
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