+50.1%
BXSL vs VT
+57.1%
-7.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | +3.4% | -2.3% | +5.8% | +4.6% |
| 30D | +2.6% | -5.0% | +7.5% | +5.2% |
| 3M | +3.0% | -4.9% | +7.8% | +5.5% |
| 6M | +4.6% | -1.5% | +6.1% | +5.0% |
| YTD | +0.8% | +8.5% | -7.7% | -4.1% |
| 1Y | +5.2% | +11.4% | -6.2% | -1.4% |
| 3Y | +19.7% | +70.1% | -50.4% | -9.9% |
| 5Y | +38.8% | +53.7% | -15.0% | +1.7% |
| All | +50.1% | +57.1% | -7.0% | +10.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling