+20.2%
BL price history and return analytics
+221.4%
-201.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.6% |
| 7D | -15.4% | +2.9% | -18.3% | -18.2% |
| 30D | -3.5% | -2.5% | -1.0% | -1.0% |
| 3M | +0.2% | -3.3% | +3.5% | +3.9% |
| 6M | +8.7% | +1.5% | +7.1% | +5.6% |
| YTD | -48.5% | +11.4% | -59.8% | -55.6% |
| 1Y | -49.2% | +11.9% | -61.1% | -56.5% |
| 3Y | -45.5% | +73.9% | -119.4% | -72.6% |
| 5Y | -77.8% | +57.9% | -135.7% | -87.2% |
| 10Y | +19.2% | +222.6% | -203.4% | -69.7% |
| All | +20.2% | +221.4% | -201.3% | -69.3% |
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