+235.3%
BLX vs VT
+221.8%
+13.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +1.3% | +2.4% | -1.0% | -0.7% |
| 30D | -6.1% | -1.5% | -4.6% | -4.9% |
| 3M | -6.5% | -4.1% | -2.4% | -3.1% |
| 6M | -0.8% | +0.6% | -1.4% | -1.8% |
| YTD | +19.4% | +11.0% | +8.4% | +7.8% |
| 1Y | +20.4% | +13.3% | +7.1% | +6.6% |
| 3Y | +156.6% | +73.4% | +83.2% | +54.4% |
| 5Y | +297.4% | +57.4% | +239.9% | +158.9% |
| All | +235.3% | +221.8% | +13.6% | +7.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling