+2,235.4%
VGT vs BLK
+3,025.9%
-790.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.6% |
| 7D | -1.0% | -5.2% | +4.1% | +1.4% |
| 30D | -0.4% | -7.0% | +6.6% | +2.8% |
| 3M | +6.6% | +5.7% | +1.0% | +3.5% |
| 6M | +31.0% | +11.0% | +20.0% | +24.0% |
| YTD | +27.2% | +0.9% | +26.4% | +25.3% |
| 1Y | +34.5% | -1.6% | +36.1% | +33.6% |
| 3Y | +123.1% | +64.5% | +58.7% | +74.6% |
| 5Y | +135.1% | +30.9% | +104.2% | +102.4% |
| 10Y | +803.4% | +275.1% | +528.3% | +391.1% |
| All | +2,235.4% | +3,025.9% | -790.5% | +485.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling