-15.5%
BLKB price history and return analytics
+222.7%
-238.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -4.0% | +2.9% | -6.9% | -6.8% |
| 30D | +11.4% | -2.5% | +14.0% | +13.9% |
| 3M | +19.9% | -3.3% | +23.2% | +23.5% |
| 6M | +64.9% | +1.5% | +63.4% | +59.7% |
| YTD | -15.4% | +11.4% | -26.8% | -26.3% |
| 1Y | -10.1% | +11.9% | -22.0% | -22.2% |
| 3Y | -26.3% | +73.9% | -100.1% | -61.4% |
| 5Y | -35.7% | +57.9% | -93.6% | -62.1% |
| All | -15.5% | +222.7% | -238.1% | -82.2% |
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