+78.4%
BLK vs VLTO
+23.4%
+55.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.3% |
| 7D | -5.2% | -4.5% | -0.7% | -3.3% |
| 30D | -7.0% | -4.6% | -2.4% | -5.2% |
| 3M | +5.7% | +13.3% | -7.6% | -0.3% |
| 6M | +11.0% | +2.1% | +8.9% | +9.7% |
| YTD | +0.9% | -6.1% | +7.0% | +3.6% |
| 1Y | -1.6% | -11.4% | +9.8% | +3.8% |
| All | +78.4% | +23.4% | +55.0% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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