+80.1%
BLK vs VLTO
+25.1%
+55.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.8% |
| 7D | -2.7% | -2.6% | -0.1% | -1.6% |
| 30D | -4.8% | -2.5% | -2.3% | -3.8% |
| 3M | +6.5% | +10.1% | -3.6% | +1.8% |
| 6M | +13.1% | +1.0% | +12.1% | +12.4% |
| YTD | +1.8% | -4.8% | +6.6% | +3.9% |
| 1Y | -1.0% | -9.3% | +8.4% | +3.4% |
| All | +80.1% | +25.1% | +55.0% | +67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling