-27.0%
BALL vs VOO
+72.6%
-99.6%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.1% |
| 7D | -0.7% | +2.6% | -3.3% | -2.5% |
| 30D | +8.3% | -2.0% | +10.3% | +9.7% |
| 3M | +6.1% | -2.8% | +8.8% | +7.9% |
| 6M | +16.8% | +2.2% | +14.6% | +14.2% |
| YTD | +24.8% | +11.5% | +13.3% | +13.8% |
| 1Y | +38.5% | +13.5% | +25.0% | +24.4% |
| 3Y | +40.4% | +78.1% | -37.7% | -15.7% |
| All | -27.0% | +72.6% | -99.6% | -57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling