-56.2%
BXBL vs VT
+21.4%
-77.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | +9.0% | +1.0% | +8.0% | +8.9% |
| 30D | -4.4% | -0.2% | -4.1% | -4.4% |
| 3M | -58.5% | +4.5% | -63.0% | -58.0% |
| 6M | -56.7% | +14.1% | -70.8% | -56.2% |
| YTD | -56.5% | +14.8% | -71.2% | -56.0% |
| 1Y | -56.2% | +21.2% | -77.4% | -55.6% |
| All | -56.2% | +21.4% | -77.6% | -55.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling