+23.4%
BLW vs VT
+74.1%
-50.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.8% | 0.0% |
| 7D | +1.7% | +0.4% | +1.4% | +1.6% |
| 30D | +0.8% | -2.6% | +3.4% | +1.7% |
| 3M | -3.6% | -3.2% | -0.4% | -2.6% |
| 6M | -2.4% | +0.9% | -3.4% | -2.8% |
| YTD | -5.9% | +11.3% | -17.2% | -9.3% |
| 1Y | -5.5% | +14.0% | -19.5% | -9.6% |
| 3Y | +23.4% | +75.8% | -52.5% | +2.3% |
| All | +23.4% | +74.1% | -50.7% | +2.3% |
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