+69.6%
BLK vs ROIV
+253.6%
-184.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +18.8% | -20.6% | -4.4% |
| 7D | -2.4% | +20.2% | -22.6% | -5.1% |
| 30D | -3.1% | +14.1% | -17.3% | -5.1% |
| 3M | +10.7% | +45.6% | -34.9% | +4.0% |
| 6M | +15.9% | +44.1% | -28.2% | +8.8% |
| YTD | +4.0% | +91.2% | -87.1% | -6.9% |
| 1Y | +1.3% | +221.3% | -220.0% | -18.1% |
| 3Y | +69.6% | +229.2% | -159.6% | +28.9% |
| All | +69.6% | +253.6% | -184.1% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling