+52.0%
V vs BLK
+63.3%
-11.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.2% |
| 7D | -3.0% | -5.2% | +2.1% | -1.3% |
| 30D | +1.2% | -7.0% | +8.3% | +3.7% |
| 3M | +13.9% | +5.7% | +8.3% | +11.5% |
| 6M | +17.2% | +11.0% | +6.2% | +12.3% |
| YTD | +5.3% | +0.9% | +4.4% | +4.0% |
| 1Y | +9.5% | -1.6% | +11.1% | +8.9% |
| All | +52.0% | +63.3% | -11.4% | +24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling