+275.1%
BLK vs VCLT
+17.1%
+258.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -3.3% | -1.4% | -2.0% | -2.7% |
| 30D | -6.5% | -1.2% | -5.3% | -6.0% |
| 3M | +6.7% | -4.8% | +11.5% | +9.3% |
| 6M | +14.7% | -2.6% | +17.3% | +16.3% |
| YTD | +2.5% | -3.3% | +5.9% | +4.3% |
| 1Y | -2.8% | -4.8% | +2.0% | -0.4% |
| 3Y | +65.9% | +11.5% | +54.3% | +58.5% |
| 5Y | +33.0% | -17.0% | +49.9% | +35.1% |
| All | +275.1% | +17.1% | +258.0% | +305.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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