+75.4%
VEA vs BLK
+66.0%
+9.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.6% | +0.5% |
| 7D | -1.5% | -3.3% | +1.9% | -0.2% |
| 30D | -0.8% | -6.5% | +5.7% | +1.7% |
| 3M | +2.5% | +6.7% | -4.3% | -0.4% |
| 6M | +11.1% | +14.7% | -3.6% | +4.8% |
| YTD | +17.2% | +2.5% | +14.6% | +14.8% |
| 1Y | +24.5% | -2.8% | +27.3% | +24.3% |
| 3Y | +75.4% | +65.9% | +9.6% | +33.9% |
| All | +75.4% | +66.0% | +9.5% | +33.9% |
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