-33.1%
BLMN price history and return analytics
+222.7%
-255.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.2% |
| 7D | -3.3% | +2.9% | -6.2% | -7.3% |
| 30D | +9.9% | -2.5% | +12.4% | +14.3% |
| 3M | -11.2% | -3.3% | -7.8% | -6.4% |
| 6M | +21.6% | +1.5% | +20.1% | +17.8% |
| YTD | +64.0% | +11.4% | +52.7% | +39.4% |
| 1Y | +55.9% | +11.9% | +44.0% | +31.6% |
| 3Y | -50.0% | +73.9% | -123.9% | -78.0% |
| 5Y | -40.7% | +57.9% | -98.6% | -69.3% |
| All | -33.1% | +222.7% | -255.8% | -85.5% |
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