+45.9%
BALL vs VOO
+12.0%
+33.9%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +5.7% | -0.6% | +6.2% | +5.8% |
| 30D | +14.2% | -3.6% | +17.9% | +14.9% |
| 3M | +7.1% | -2.7% | +9.8% | +7.5% |
| 6M | +14.9% | +2.2% | +12.7% | +13.7% |
| YTD | +27.3% | +10.9% | +16.4% | +19.9% |
| 1Y | +45.9% | +11.3% | +34.6% | +37.3% |
| All | +45.9% | +12.0% | +33.9% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling