-6.0%
BLKB vs VT
+226.2%
-232.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.5% |
| 7D | +0.9% | -1.6% | +2.6% | +2.5% |
| 30D | +29.8% | -2.5% | +32.3% | +32.9% |
| 3M | +22.2% | -1.3% | +23.5% | +23.4% |
| 6M | +44.4% | +3.1% | +41.3% | +37.5% |
| YTD | -14.4% | +10.9% | -25.3% | -25.0% |
| 1Y | -15.1% | +12.1% | -27.2% | -26.5% |
| 3Y | -25.9% | +73.9% | -99.8% | -61.2% |
| 5Y | -25.7% | +58.0% | -83.7% | -56.3% |
| All | -6.0% | +226.2% | -232.2% | -79.7% |
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