+310.9%
BLBD price history and return analytics
+229.8%
+81.1%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.3% |
| 7D | -2.8% | -1.1% | -1.7% | -1.6% |
| 30D | -3.9% | -1.0% | -2.9% | -2.7% |
| 3M | -13.4% | +3.2% | -16.6% | -16.3% |
| 6M | +15.3% | +12.5% | +2.8% | +1.3% |
| YTD | +31.6% | +14.1% | +17.5% | +13.6% |
| 1Y | +6.1% | +18.9% | -12.8% | -12.7% |
| 3Y | +181.3% | +74.1% | +107.3% | +52.8% |
| 5Y | +221.2% | +66.9% | +154.4% | +84.9% |
| All | +310.9% | +229.8% | +81.1% | +26.0% |
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