+33.8%
BLK vs VCIT
+3.7%
+30.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | -3.1% | -0.8% | -2.4% | -2.0% |
| 3M | +10.7% | -0.5% | +11.2% | +11.6% |
| 6M | +15.9% | -1.4% | +17.3% | +18.6% |
| YTD | +4.0% | -0.8% | +4.8% | +5.5% |
| 1Y | +1.3% | +0.3% | +0.9% | +1.1% |
| 3Y | +69.6% | +19.2% | +50.3% | +32.2% |
| 5Y | +33.8% | +3.6% | +30.2% | +6.3% |
| All | +33.8% | +3.7% | +30.1% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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