+836.4%
BLK price history and return analytics
+368.8%
+467.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.3% |
| 7D | -2.7% | -0.1% | -2.5% | -2.5% |
| 30D | -4.8% | -0.7% | -4.1% | -3.9% |
| 3M | +6.5% | +4.0% | +2.5% | +1.2% |
| 6M | +13.1% | +12.3% | +0.9% | -2.2% |
| YTD | +1.8% | +14.0% | -12.2% | -13.6% |
| 1Y | -1.0% | +20.3% | -21.3% | -21.4% |
| 3Y | +66.0% | +75.4% | -9.5% | -17.2% |
| 5Y | +31.2% | +66.0% | -34.7% | -28.6% |
| 10Y | +278.5% | +228.2% | +50.3% | -8.5% |
| All | +836.4% | +368.8% | +467.6% | +78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling