+275.1%
BLK price history and return analytics
+229.8%
+45.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.5% |
| 7D | -3.3% | -1.1% | -2.2% | -1.9% |
| 30D | -6.5% | -1.0% | -5.5% | -5.3% |
| 3M | +6.7% | +3.2% | +3.6% | +2.5% |
| 6M | +14.7% | +12.5% | +2.3% | -1.4% |
| YTD | +2.5% | +14.1% | -11.5% | -13.4% |
| 1Y | -2.8% | +18.9% | -21.7% | -22.1% |
| 3Y | +65.9% | +74.1% | -8.2% | -18.2% |
| 5Y | +33.0% | +66.9% | -33.9% | -29.8% |
| All | +275.1% | +229.8% | +45.3% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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