+2,486.9%
VRT vs BLK
+179.6%
+2,307.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +2.5% |
| 7D | -8.4% | -3.3% | -5.1% | -6.1% |
| 30D | -10.9% | -6.5% | -4.3% | -6.7% |
| 3M | -13.7% | +6.7% | -20.4% | -17.9% |
| 6M | -4.1% | +14.7% | -18.9% | -13.3% |
| YTD | +58.7% | +2.5% | +56.2% | +54.3% |
| 1Y | +89.6% | -2.8% | +92.4% | +90.5% |
| 3Y | +558.1% | +65.9% | +492.3% | +362.4% |
| 5Y | +953.0% | +33.0% | +920.0% | +726.6% |
| All | +2,486.9% | +179.6% | +2,307.2% | +1,250.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling