+1,840.0%
BLFS price history and return analytics
+226.9%
+1,613.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +1.2% |
| 7D | -1.7% | -2.0% | +0.3% | +1.3% |
| 30D | +0.3% | -1.4% | +1.7% | +2.4% |
| 3M | +31.0% | +4.7% | +26.3% | +21.7% |
| 6M | +87.0% | +11.4% | +75.7% | +58.1% |
| YTD | +44.4% | +13.1% | +31.4% | +19.7% |
| 1Y | +31.8% | +19.0% | +12.8% | +1.2% |
| 3Y | +162.0% | +73.9% | +88.0% | +18.5% |
| 5Y | -32.4% | +65.4% | -97.8% | -65.6% |
| All | +1,840.0% | +226.9% | +1,613.1% | +475.4% |
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