+63.2%
BLK vs VO
+54.6%
+8.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +0.2% |
| 7D | -5.2% | -2.5% | -2.7% | -2.3% |
| 30D | -7.0% | -3.2% | -3.8% | -3.3% |
| 3M | +5.7% | +3.9% | +1.7% | +0.9% |
| 6M | +11.0% | +9.6% | +1.4% | -0.5% |
| YTD | +0.9% | +11.6% | -10.7% | -11.2% |
| 1Y | -1.6% | +12.6% | -14.2% | -14.3% |
| All | +63.2% | +54.6% | +8.6% | -2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling