+2,396.6%
BLK vs VNQ
+386.3%
+2,010.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.1% |
| 7D | -3.3% | -1.3% | -2.0% | -2.4% |
| 30D | -6.5% | -2.6% | -3.9% | -4.6% |
| 3M | +6.7% | -2.0% | +8.8% | +8.2% |
| 6M | +14.7% | +4.3% | +10.4% | +10.9% |
| YTD | +2.5% | +9.2% | -6.7% | -4.2% |
| 1Y | -2.8% | +5.6% | -8.4% | -6.8% |
| 3Y | +65.9% | +30.8% | +35.0% | +34.8% |
| 5Y | +33.0% | +8.0% | +25.0% | +25.3% |
| 10Y | +281.2% | +63.7% | +217.5% | +158.4% |
| All | +2,396.6% | +386.3% | +2,010.3% | +689.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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