+259.7%
BLX price history and return analytics
+229.8%
+29.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.4% |
| 7D | -0.6% | -1.1% | +0.5% | +0.3% |
| 30D | -1.6% | -1.0% | -0.6% | -0.8% |
| 3M | -6.2% | +3.2% | -9.3% | -9.0% |
| 6M | +17.8% | +12.5% | +5.3% | +5.4% |
| YTD | +28.9% | +14.1% | +14.8% | +13.7% |
| 1Y | +20.7% | +18.9% | +1.8% | +2.4% |
| 3Y | +186.3% | +74.1% | +112.2% | +71.7% |
| 5Y | +351.4% | +66.9% | +284.5% | +178.0% |
| All | +259.7% | +229.8% | +29.9% | +12.0% |
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