-48.9%
BALY vs VOO
+28.8%
-77.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -0.9% |
| 7D | -1.0% | +0.5% | -1.5% | -1.4% |
| 30D | -33.1% | -0.9% | -32.2% | -32.2% |
| 3M | -35.4% | +3.9% | -39.3% | -38.1% |
| 6M | -34.6% | +14.5% | -49.2% | -43.8% |
| YTD | -45.5% | +13.0% | -58.5% | -52.3% |
| 1Y | -8.4% | +19.4% | -27.8% | -24.3% |
| All | -48.9% | +28.8% | -77.7% | -70.9% |
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 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