-36.7%
BLOX vs VT
+11.9%
-48.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -2.6% |
| 7D | -0.8% | +2.9% | -3.7% | -8.0% |
| 30D | -22.1% | -2.5% | -19.6% | -16.3% |
| 3M | -21.3% | -3.3% | -18.0% | -13.1% |
| 6M | -35.3% | +1.5% | -36.8% | -37.1% |
| YTD | -25.4% | +11.4% | -36.8% | -43.1% |
| 1Y | -36.7% | +11.9% | -48.6% | -52.2% |
| All | -36.7% | +11.9% | -48.5% | -52.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling