+36.1%
BALL vs VOO
+75.5%
-39.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.6% |
| 7D | -0.8% | -2.7% | +1.9% | +0.5% |
| 30D | +14.7% | -5.4% | +20.1% | +17.8% |
| 3M | +4.8% | -4.1% | +8.8% | +6.8% |
| 6M | +12.5% | +0.7% | +11.7% | +11.3% |
| YTD | +25.7% | +8.7% | +17.0% | +18.6% |
| 1Y | +38.2% | +11.0% | +27.2% | +28.6% |
| 3Y | +36.1% | +75.5% | -39.4% | -20.4% |
| All | +36.1% | +75.5% | -39.4% | -20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling