+57.9%
BLOK price history and return analytics
+65.7%
-7.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -0.7% |
| 7D | +4.5% | -0.1% | +4.6% | +4.9% |
| 30D | +8.8% | -0.7% | +9.5% | +10.4% |
| 3M | +3.3% | +4.0% | -0.7% | -3.7% |
| 6M | +21.1% | +12.3% | +8.8% | -1.8% |
| YTD | +13.1% | +14.0% | -0.9% | -10.3% |
| 1Y | +5.1% | +20.3% | -15.2% | -24.1% |
| 3Y | +226.6% | +75.4% | +151.2% | +21.6% |
| 5Y | +57.9% | +66.0% | -8.0% | -25.8% |
| All | +57.9% | +65.7% | -7.8% | -25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling