-94.0%
BLNE vs VT
+75.0%
-169.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +9.2% | +0.4% | +8.8% | +8.6% |
| 30D | +6.4% | +1.0% | +5.5% | +5.1% |
| 3M | -13.3% | +2.4% | -15.7% | -15.3% |
| 6M | -61.5% | +12.0% | -73.5% | -65.1% |
| YTD | -37.5% | +15.3% | -52.8% | -44.3% |
| 1Y | -43.7% | +22.6% | -66.3% | -51.3% |
| All | -94.0% | +75.0% | -169.0% | -96.2% |
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