+573.1%
VRT vs BLK
+64.8%
+508.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.1% | -7.5% | -7.9% |
| 7D | +2.4% | -2.7% | +5.1% | +4.7% |
| 30D | -2.7% | -4.8% | +2.1% | +1.0% |
| 3M | -9.2% | +6.5% | -15.7% | -14.3% |
| 6M | -0.5% | +13.2% | -13.7% | -10.9% |
| YTD | +62.3% | +1.8% | +60.5% | +57.1% |
| 1Y | +109.6% | -1.0% | +110.5% | +105.7% |
| All | +573.1% | +64.8% | +508.3% | +353.3% |
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 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