-17.8%
BLOX vs VT
+26.5%
-44.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -1.4% |
| 7D | -8.7% | -0.1% | -8.6% | -8.7% |
| 30D | -22.3% | -3.1% | -19.3% | -15.3% |
| 3M | -17.4% | -3.5% | -13.9% | -8.4% |
| 6M | -33.8% | +0.5% | -34.3% | -33.8% |
| YTD | -24.7% | +10.8% | -35.5% | -41.6% |
| 1Y | -40.5% | +11.9% | -52.4% | -54.8% |
| All | -17.8% | +26.5% | -44.2% | -53.1% |
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