+1,721.1%
BLTE vs VT
+84.3%
+1,636.8%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +23.1% | +1.0% | +22.1% | +22.7% |
| 30D | +18.3% | -0.2% | +18.5% | +18.4% |
| 3M | +38.1% | +4.5% | +33.6% | +36.1% |
| 6M | +11.3% | +14.1% | -2.8% | +6.8% |
| YTD | +20.6% | +14.8% | +5.8% | +15.6% |
| 1Y | +185.7% | +21.2% | +164.5% | +170.6% |
| 3Y | +512.0% | +76.6% | +435.5% | +462.1% |
| All | +1,721.1% | +84.3% | +1,636.8% | +1,688.7% |
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