-94.1%
BLNE vs VT
+75.6%
-169.7%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -4.0% | -4.2% |
| 7D | -10.0% | -0.7% | -9.3% | -8.9% |
| 30D | -10.5% | -1.7% | -8.7% | -8.2% |
| 3M | -43.9% | -2.3% | -41.6% | -42.3% |
| 6M | -67.2% | +1.5% | -68.7% | -67.2% |
| YTD | -63.8% | +12.0% | -75.8% | -66.7% |
| 1Y | -64.8% | +12.9% | -77.7% | -67.8% |
| All | -94.1% | +75.6% | -169.7% | -97.2% |
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