+354.2%
BLX price history and return analytics
+63.7%
+290.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.1% |
| 7D | -0.4% | -2.0% | +1.6% | +1.1% |
| 30D | -0.9% | -1.4% | +0.5% | +0.1% |
| 3M | -3.3% | +4.7% | -8.1% | -6.8% |
| 6M | +18.0% | +11.4% | +6.6% | +8.4% |
| YTD | +29.7% | +13.1% | +16.6% | +17.6% |
| 1Y | +25.0% | +19.0% | +5.9% | +8.8% |
| 3Y | +188.9% | +73.9% | +114.9% | +90.8% |
| 5Y | +354.2% | +65.4% | +288.8% | +201.1% |
| All | +354.2% | +63.7% | +290.5% | +201.1% |
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