+295.8%
BLOK price history and return analytics
+140.4%
+155.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.4% |
| 7D | -2.0% | -1.1% | -0.9% | -0.4% |
| 30D | +6.3% | -1.0% | +7.3% | +8.1% |
| 3M | +1.2% | +3.2% | -1.9% | -2.8% |
| 6M | +19.3% | +12.5% | +6.8% | +1.9% |
| YTD | +12.5% | +14.1% | -1.6% | -5.3% |
| 1Y | +1.8% | +18.9% | -17.1% | -18.6% |
| 3Y | +227.8% | +74.1% | +153.7% | +61.4% |
| 5Y | +61.0% | +66.9% | -5.9% | -12.4% |
| All | +295.8% | +140.4% | +155.3% | +53.7% |
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 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