+41.9%
BLK vs VCIT
+3.2%
+38.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +3.0% | +2.9% |
| 7D | +4.1% | +0.7% | +3.3% | +3.0% |
| 30D | +12.2% | +1.8% | +10.4% | +9.3% |
| 3M | +7.4% | -1.6% | +9.0% | +10.0% |
| 6M | +13.2% | -2.1% | +15.3% | +16.9% |
| YTD | +15.4% | -1.6% | +16.9% | +18.4% |
| 1Y | +14.6% | -0.8% | +15.4% | +16.4% |
| 3Y | +99.2% | +19.9% | +79.3% | +53.3% |
| 5Y | +41.9% | +3.3% | +38.5% | +12.0% |
| All | +41.9% | +3.2% | +38.6% | +12.0% |
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