+275.1%
BLK vs IVZ
+65.9%
+209.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.1% |
| 7D | -3.3% | -2.4% | -0.9% | -2.1% |
| 30D | -6.5% | +3.0% | -9.6% | -7.9% |
| 3M | +6.7% | +14.9% | -8.1% | -0.7% |
| 6M | +14.7% | +36.7% | -22.0% | -2.3% |
| YTD | +2.5% | +25.7% | -23.1% | -9.1% |
| 1Y | -2.8% | +47.7% | -50.5% | -20.7% |
| 3Y | +65.9% | +138.8% | -73.0% | +2.3% |
| 5Y | +33.0% | +62.1% | -29.1% | -3.5% |
| All | +275.1% | +65.9% | +209.2% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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