+35.1%
BALT price history and return analytics
+70.4%
-35.4%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | 0.0% | -0.1% | +0.2% | 0.0% |
| 30D | +0.2% | -0.7% | +0.9% | +0.3% |
| 3M | +1.7% | +4.0% | -2.3% | +1.0% |
| 6M | +3.1% | +12.3% | -9.2% | +1.1% |
| YTD | +3.7% | +14.0% | -10.3% | +1.3% |
| 1Y | +6.4% | +20.3% | -13.9% | +3.0% |
| 3Y | +23.7% | +75.4% | -51.7% | +12.8% |
| 5Y | +34.6% | +66.0% | -31.3% | +22.4% |
| All | +35.1% | +70.4% | -35.4% | +22.6% |
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 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