-92.6%
BLND vs VT
+71.9%
-164.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +1.3% | +0.4% | +0.9% | +0.5% |
| 30D | -23.4% | +1.0% | -24.4% | -24.7% |
| 3M | -10.5% | +2.4% | -12.8% | -14.3% |
| 6M | -9.9% | +12.0% | -21.9% | -26.3% |
| YTD | -49.3% | +15.3% | -64.7% | -60.6% |
| 1Y | -57.8% | +22.6% | -80.4% | -70.4% |
| 3Y | +35.1% | +74.7% | -39.6% | -50.5% |
| 5Y | -91.2% | +66.1% | -157.3% | -96.6% |
| All | -92.6% | +71.9% | -164.5% | -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 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