+2,826.7%
VRT vs BLK
+183.7%
+2,643.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.6% | +5.0% |
| 7D | +13.6% | -2.4% | +16.0% | +15.5% |
| 30D | +6.8% | -3.1% | +9.9% | +8.8% |
| 3M | -3.2% | +10.7% | -13.9% | -10.4% |
| 6M | +20.3% | +15.9% | +4.5% | +7.9% |
| YTD | +79.6% | +4.0% | +75.6% | +72.5% |
| 1Y | +139.0% | +1.3% | +137.7% | +132.6% |
| 3Y | +644.6% | +69.6% | +575.0% | +414.3% |
| 5Y | +1,024.4% | +33.8% | +990.6% | +775.8% |
| All | +2,826.7% | +183.7% | +2,643.0% | +1,409.6% |
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