+20.2%
BXSL vs VT
+74.1%
-54.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -2.1% |
| 7D | +1.1% | +0.4% | +0.8% | +0.8% |
| 30D | +0.3% | -2.6% | +2.9% | +1.7% |
| 3M | +0.7% | -3.2% | +3.9% | +2.5% |
| 6M | +5.5% | +0.9% | +4.6% | +4.3% |
| YTD | +0.1% | +11.3% | -11.2% | -7.3% |
| 1Y | +2.4% | +14.0% | -11.6% | -6.8% |
| 3Y | +20.2% | +75.8% | -55.7% | -19.8% |
| All | +20.2% | +74.1% | -54.0% | -19.8% |
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