+152.2%
BLES price history and return analytics
+194.2%
-41.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | 0.0% |
| 7D | +1.0% | +0.4% | +0.7% | +0.6% |
| 30D | +1.6% | -2.6% | +4.2% | +4.2% |
| 3M | -2.0% | -3.2% | +1.3% | +1.2% |
| 6M | +3.2% | +0.9% | +2.3% | +2.0% |
| YTD | +14.1% | +11.3% | +2.8% | +2.1% |
| 1Y | +16.4% | +14.0% | +2.4% | +1.6% |
| 3Y | +64.0% | +75.8% | -11.9% | -7.8% |
| 5Y | +41.0% | +57.8% | -16.9% | -11.6% |
| All | +152.2% | +194.2% | -41.9% | -11.5% |
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