+275.1%
BLK vs VO
+200.3%
+74.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.7% |
| 7D | -3.3% | -1.5% | -1.8% | -1.6% |
| 30D | -6.5% | -3.0% | -3.5% | -3.1% |
| 3M | +6.7% | +2.8% | +3.9% | +3.4% |
| 6M | +14.7% | +10.9% | +3.8% | +1.9% |
| YTD | +2.5% | +12.5% | -9.9% | -10.2% |
| 1Y | -2.8% | +12.0% | -14.7% | -14.4% |
| 3Y | +65.9% | +56.3% | +9.6% | +0.1% |
| 5Y | +33.0% | +42.9% | -10.0% | -10.6% |
| All | +275.1% | +200.3% | +74.8% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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