+78.9%
BLCV price history and return analytics
+81.0%
-2.1%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.4% |
| 7D | -2.3% | -2.0% | -0.3% | -0.8% |
| 30D | -1.8% | -1.4% | -0.4% | -0.8% |
| 3M | +8.0% | +4.7% | +3.3% | +4.2% |
| 6M | +15.0% | +11.4% | +3.7% | +5.8% |
| YTD | +14.4% | +13.1% | +1.4% | +4.0% |
| 1Y | +20.9% | +19.0% | +1.8% | +5.6% |
| 3Y | +69.9% | +73.9% | -4.0% | +10.0% |
| All | +78.9% | +81.0% | -2.1% | +11.1% |
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