-30.7%
BLND vs VT
+69.7%
-100.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.2% | -13.9% | -14.0% |
| 7D | -12.1% | -2.3% | -9.8% | -8.8% |
| 30D | -2.6% | -5.0% | +2.4% | +4.9% |
| 3M | -49.5% | -4.9% | -44.7% | -45.7% |
| 6M | -38.5% | -1.5% | -37.0% | -37.0% |
| YTD | -67.6% | +8.5% | -76.1% | -70.8% |
| 1Y | -67.1% | +11.4% | -78.5% | -71.3% |
| 3Y | -30.7% | +70.1% | -100.8% | -71.8% |
| All | -30.7% | +69.7% | -100.5% | -71.8% |
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