+5,415.7%
BLFS price history and return analytics
+370.6%
+5,045.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +75.2% | +3.8% | +71.4% | +73.2% |
| 7D | +75.2% | +3.8% | +71.4% | +73.2% |
| 30D | +75.2% | +3.8% | +71.4% | +73.2% |
| 3M | +75.2% | +3.8% | +71.4% | +73.2% |
| 6M | +97.9% | +15.6% | +82.3% | +85.6% |
| YTD | +59.7% | +14.5% | +45.2% | +50.9% |
| 1Y | +45.2% | +17.0% | +28.2% | +35.9% |
| 3Y | +191.2% | +84.0% | +107.2% | +128.4% |
| 5Y | -3.8% | +72.9% | -76.8% | -21.9% |
| 10Y | +2,106.3% | +223.9% | +1,882.4% | +1,611.6% |
| All | +5,415.7% | +370.6% | +5,045.1% | +5,380.6% |
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