-35.4%
BLMN price history and return analytics
+217.6%
-253.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.7% |
| 7D | -2.9% | -0.1% | -2.8% | -2.6% |
| 30D | +15.5% | -3.1% | +18.5% | +21.1% |
| 3M | -9.9% | -3.5% | -6.4% | -4.9% |
| 6M | +22.3% | +0.5% | +21.8% | +20.3% |
| YTD | +60.9% | +10.8% | +50.2% | +37.8% |
| 1Y | +55.2% | +11.9% | +43.3% | +30.9% |
| 3Y | -51.0% | +73.0% | -123.9% | -78.2% |
| 5Y | -43.8% | +58.6% | -102.5% | -71.2% |
| 10Y | -35.4% | +219.2% | -254.6% | -85.7% |
| All | -35.4% | +217.6% | -253.1% | -85.7% |
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