+214.8%
BLOK price history and return analytics
+134.7%
+80.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.9% |
| 7D | +6.6% | +2.9% | +3.7% | +2.2% |
| 30D | -13.4% | -2.5% | -10.9% | -9.6% |
| 3M | -15.5% | -3.3% | -12.1% | -10.4% |
| 6M | -20.5% | +1.5% | -22.0% | -21.1% |
| YTD | -10.5% | +11.4% | -21.9% | -21.5% |
| 1Y | -19.9% | +11.9% | -31.9% | -30.0% |
| 3Y | +148.4% | +73.9% | +74.5% | +23.4% |
| 5Y | +1.1% | +57.9% | -56.8% | -40.8% |
| All | +214.8% | +134.7% | +80.1% | +27.4% |
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