-33.1%
BLKB price history and return analytics
+221.4%
-254.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.4% |
| 7D | -5.3% | +1.0% | -6.3% | -6.2% |
| 30D | -1.3% | -0.2% | -1.1% | -1.1% |
| 3M | +63.6% | +4.5% | +59.1% | +54.9% |
| 6M | -6.0% | +14.1% | -20.1% | -19.7% |
| YTD | -28.5% | +14.8% | -43.3% | -39.3% |
| 1Y | -33.3% | +21.2% | -54.5% | -46.7% |
| 3Y | -37.8% | +76.6% | -114.3% | -67.7% |
| 5Y | -33.5% | +66.6% | -100.1% | -62.8% |
| 10Y | -33.1% | +222.3% | -255.3% | -83.9% |
| All | -33.1% | +221.4% | -254.5% | -83.9% |
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