+33.0%
BLK vs VTV
+80.6%
-47.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.6% |
| 7D | -3.3% | -1.1% | -2.2% | -1.7% |
| 30D | -6.5% | -1.0% | -5.5% | -5.1% |
| 3M | +6.7% | +4.6% | +2.1% | -0.1% |
| 6M | +14.7% | +13.5% | +1.2% | -4.5% |
| YTD | +2.5% | +18.5% | -16.0% | -19.7% |
| 1Y | -2.8% | +22.9% | -25.7% | -27.7% |
| 3Y | +65.9% | +67.8% | -2.0% | -21.7% |
| All | +33.0% | +80.6% | -47.6% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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