-9.1%
BLLN price history and return analytics
+16.9%
-26.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.5% |
| 7D | +7.3% | +1.0% | +6.3% | +5.6% |
| 30D | +6.1% | -0.2% | +6.3% | +6.5% |
| 3M | +4.9% | +4.5% | +0.4% | -2.1% |
| 6M | +34.8% | +14.1% | +20.7% | +6.3% |
| YTD | +21.0% | +14.8% | +6.3% | -10.7% |
| All | -9.1% | +16.9% | -26.0% | -39.1% |
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 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