+5.5%
BLLN price history and return analytics
+13.4%
-7.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -2.9% |
| 7D | +4.1% | +0.4% | +3.7% | +3.2% |
| 30D | +17.2% | -2.6% | +19.8% | +21.7% |
| 3M | +23.1% | -3.2% | +26.3% | +29.2% |
| 6M | +23.7% | +0.9% | +22.7% | +21.9% |
| YTD | +40.5% | +11.3% | +29.1% | +8.3% |
| 1Y | +14.9% | +14.0% | +0.9% | -18.7% |
| All | +5.5% | +13.4% | -7.9% | -26.1% |
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 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