-10.0%
BLKB price history and return analytics
+215.5%
-225.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.2% |
| 7D | +1.1% | -2.3% | +3.4% | +3.3% |
| 30D | +21.6% | -5.0% | +26.5% | +27.5% |
| 3M | +16.7% | -4.9% | +21.6% | +22.2% |
| 6M | +53.2% | -1.5% | +54.8% | +53.0% |
| YTD | -14.5% | +8.5% | -23.0% | -23.5% |
| 1Y | -5.1% | +11.4% | -16.4% | -17.5% |
| 3Y | -26.3% | +70.1% | -96.3% | -60.5% |
| 5Y | -35.7% | +53.7% | -89.4% | -61.1% |
| All | -10.0% | +215.5% | -225.5% | -79.0% |
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