+30.7%
BXSL vs VT
+57.5%
-26.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.4% | +1.2% |
| 7D | +4.1% | -0.1% | +4.2% | +4.0% |
| 30D | +1.3% | -3.1% | +4.4% | +2.8% |
| 3M | +2.6% | -3.5% | +6.1% | +4.4% |
| 6M | +6.5% | +0.5% | +6.1% | +5.8% |
| YTD | +1.1% | +10.8% | -9.7% | -5.0% |
| 1Y | +3.0% | +11.9% | -8.9% | -3.7% |
| 3Y | +20.5% | +73.0% | -52.5% | -10.4% |
| 5Y | +30.7% | +58.6% | -27.9% | -3.4% |
| All | +30.7% | +57.5% | -26.8% | -3.4% |
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