-99.9%
BLNE vs VT
+57.0%
-156.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.4% | -0.3% | -23.1% | -23.0% |
| 7D | -25.9% | +2.4% | -28.3% | -28.1% |
| 30D | -28.3% | -1.5% | -26.8% | -26.7% |
| 3M | -59.3% | -4.1% | -55.2% | -57.1% |
| 6M | -74.2% | +0.6% | -74.7% | -73.8% |
| YTD | -73.7% | +11.0% | -84.8% | -75.8% |
| 1Y | -74.0% | +13.3% | -87.4% | -76.5% |
| 3Y | -95.7% | +73.4% | -169.1% | -97.6% |
| All | -99.9% | +57.0% | -156.9% | -99.9% |
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