-93.7%
BLND vs VT
+53.4%
-147.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.2% | -13.9% | -14.1% |
| 7D | -12.1% | -2.3% | -9.8% | -8.1% |
| 30D | -2.6% | -5.0% | +2.4% | +6.9% |
| 3M | -49.5% | -4.9% | -44.7% | -44.8% |
| 6M | -38.5% | -1.5% | -37.0% | -36.9% |
| YTD | -67.6% | +8.5% | -76.1% | -71.9% |
| 1Y | -67.1% | +11.4% | -78.5% | -72.7% |
| 3Y | -30.7% | +70.1% | -100.8% | -74.2% |
| All | -93.7% | +53.4% | -147.1% | -97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling