+145.0%
BLKB price history and return analytics
+368.9%
-223.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +2.0% | +2.0% |
| 7D | -3.4% | -1.1% | -2.3% | -2.3% |
| 30D | +1.8% | -1.0% | +2.8% | +2.9% |
| 3M | +66.2% | +3.2% | +63.1% | +60.1% |
| 6M | +1.0% | +12.5% | -11.4% | -11.7% |
| YTD | -28.2% | +14.1% | -42.2% | -38.1% |
| 1Y | -35.2% | +18.9% | -54.1% | -46.5% |
| 3Y | -37.7% | +74.1% | -111.8% | -65.4% |
| 5Y | -32.2% | +66.9% | -99.1% | -60.4% |
| 10Y | -30.0% | +228.3% | -258.3% | -78.7% |
| All | +145.0% | +368.9% | -223.9% | -49.3% |
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