+36.0%
BALT vs VOO
+89.2%
-53.2%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | -0.1% |
| 7D | +0.6% | +2.6% | -2.0% | +0.2% |
| 30D | -0.1% | -2.0% | +1.9% | +0.2% |
| 3M | +0.7% | -2.8% | +3.5% | +1.1% |
| 6M | +2.9% | +2.2% | +0.7% | +2.4% |
| YTD | +4.4% | +11.5% | -7.1% | +2.5% |
| 1Y | +6.0% | +13.5% | -7.4% | +3.8% |
| 3Y | +24.4% | +78.1% | -53.7% | +13.6% |
| 5Y | +35.2% | +73.1% | -38.0% | +22.6% |
| All | +36.0% | +89.2% | -53.2% | +22.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling