+432.5%
BALL vs VOO
+798.5%
-366.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -1.0% | -0.5% |
| 7D | -1.9% | +0.1% | -1.9% | -2.0% |
| 30D | +14.3% | -3.3% | +17.6% | +17.1% |
| 3M | +5.6% | -2.4% | +8.0% | +7.4% |
| 6M | +15.0% | +2.6% | +12.4% | +11.8% |
| YTD | +27.4% | +11.3% | +16.1% | +15.6% |
| 1Y | +38.3% | +13.4% | +24.9% | +23.2% |
| 3Y | +43.1% | +80.3% | -37.1% | -14.9% |
| 5Y | -21.8% | +72.7% | -94.5% | -52.0% |
| 10Y | +89.6% | +310.0% | -220.4% | -47.8% |
| All | +432.5% | +798.5% | -366.0% | -32.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling