+276.2%
BLK vs VT
+221.4%
+54.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.3% |
| 7D | -2.4% | +1.0% | -3.4% | -3.6% |
| 30D | -3.1% | -0.2% | -2.9% | -2.8% |
| 3M | +10.7% | +4.5% | +6.1% | +4.4% |
| 6M | +15.9% | +14.1% | +1.8% | -2.2% |
| YTD | +4.0% | +14.8% | -10.7% | -12.8% |
| 1Y | +1.3% | +21.2% | -19.9% | -20.9% |
| 3Y | +69.6% | +76.6% | -7.0% | -17.9% |
| 5Y | +33.8% | +66.6% | -32.8% | -29.3% |
| 10Y | +276.2% | +222.3% | +53.9% | -8.1% |
| All | +276.2% | +221.4% | +54.7% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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