+29.3%
V vs BLK
+17.9%
+11.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.4% | -1.6% | +2.5% |
| 7D | +9.0% | +5.7% | +3.2% | +7.5% |
| 30D | +18.1% | +14.8% | +3.3% | +14.4% |
| 3M | +18.3% | +8.8% | +9.5% | +16.0% |
| 6M | +34.1% | +17.6% | +16.5% | +29.0% |
| YTD | +25.2% | +16.3% | +9.0% | +19.7% |
| 1Y | +29.3% | +18.0% | +11.3% | +23.2% |
| All | +29.3% | +17.9% | +11.5% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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