-1.0%
BLK vs VG
+12.9%
-13.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.8% | -5.9% | -2.0% |
| 7D | -2.7% | +3.8% | -6.5% | -2.6% |
| 30D | -4.8% | +7.2% | -12.0% | -4.5% |
| 3M | +6.5% | +22.8% | -16.3% | +7.1% |
| 6M | +13.2% | +33.2% | -20.1% | +12.0% |
| YTD | +1.8% | +124.8% | -123.0% | -3.4% |
| 1Y | -1.0% | +15.8% | -16.8% | -3.8% |
| All | -1.0% | +12.9% | -13.8% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling