+717.4%
BLK vs VCIT
+96.5%
+620.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +3.0% | +3.0% |
| 7D | +4.1% | +0.7% | +3.3% | +3.7% |
| 30D | +12.2% | +1.8% | +10.4% | +11.2% |
| 3M | +7.4% | -1.6% | +9.0% | +8.3% |
| 6M | +13.2% | -2.1% | +15.3% | +14.5% |
| YTD | +15.4% | -1.6% | +16.9% | +16.5% |
| 1Y | +14.6% | -0.8% | +15.4% | +15.3% |
| 3Y | +99.2% | +19.9% | +79.3% | +85.3% |
| 5Y | +41.9% | +3.3% | +38.5% | +29.8% |
| 10Y | +326.3% | +30.6% | +295.6% | +338.2% |
| All | +717.4% | +96.5% | +620.8% | +1,037.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling