+153.7%
BLKB vs VT
+374.2%
-220.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -3.1% | +0.4% | -3.6% | -3.5% |
| 30D | +2.6% | +1.0% | +1.7% | +1.6% |
| 3M | +66.0% | +2.4% | +63.6% | +60.6% |
| 6M | -5.4% | +12.0% | -17.4% | -17.0% |
| YTD | -25.6% | +15.3% | -41.0% | -36.6% |
| 1Y | -29.0% | +22.6% | -51.6% | -43.2% |
| 3Y | -38.1% | +74.7% | -112.8% | -65.8% |
| 5Y | -34.0% | +66.1% | -100.1% | -61.3% |
| 10Y | -30.7% | +225.0% | -255.7% | -78.7% |
| All | +153.7% | +374.2% | -220.4% | -48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling