-48.5%
BALY vs VOO
+27.5%
-75.9%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.9% |
| 7D | -11.4% | -2.0% | -9.4% | -9.5% |
| 30D | -30.1% | -1.7% | -28.4% | -28.6% |
| 3M | -40.9% | +4.7% | -45.7% | -43.9% |
| 6M | -28.8% | +12.6% | -41.3% | -37.6% |
| YTD | -45.1% | +11.8% | -56.9% | -51.4% |
| 1Y | -8.6% | +17.5% | -26.1% | -23.2% |
| All | -48.5% | +27.5% | -75.9% | -70.4% |
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