+225.1%
BLBD price history and return analytics
+65.1%
+160.1%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.3% |
| 7D | +1.4% | -0.1% | +1.6% | +1.6% |
| 30D | -4.2% | -0.7% | -3.5% | -3.3% |
| 3M | -12.0% | +4.0% | -16.0% | -16.1% |
| 6M | +18.0% | +12.3% | +5.7% | +2.3% |
| YTD | +33.2% | +14.0% | +19.1% | +13.0% |
| 1Y | +7.4% | +20.3% | -12.9% | -15.1% |
| 3Y | +190.3% | +75.4% | +114.9% | +42.8% |
| All | +225.1% | +65.1% | +160.1% | +82.3% |
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 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