-33.9%
BLFS price history and return analytics
+65.7%
-99.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | 0.0% |
| 7D | -2.8% | -0.1% | -2.6% | -2.6% |
| 30D | +0.8% | -0.7% | +1.5% | +2.1% |
| 3M | +26.8% | +4.0% | +22.8% | +16.7% |
| 6M | +75.5% | +12.3% | +63.2% | +37.6% |
| YTD | +44.5% | +14.0% | +30.4% | +10.0% |
| 1Y | +32.3% | +20.3% | +12.0% | -9.8% |
| 3Y | +162.0% | +75.4% | +86.6% | -18.4% |
| 5Y | -33.9% | +66.0% | -99.9% | -76.0% |
| All | -33.9% | +65.7% | -99.6% | -76.0% |
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 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