+130.0%
BDL vs VOO
+325.3%
-195.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -2.0% |
| 7D | -3.3% | -0.8% | -2.6% | -3.1% |
| 30D | +4.7% | -1.1% | +5.7% | +5.1% |
| 3M | +30.7% | +3.9% | +26.8% | +28.9% |
| 6M | +38.5% | +13.6% | +24.8% | +32.0% |
| YTD | +56.0% | +12.7% | +43.3% | +49.1% |
| 1Y | +73.4% | +17.6% | +55.8% | +63.2% |
| 3Y | +57.4% | +77.3% | -19.9% | +25.0% |
| 5Y | +111.6% | +84.1% | +27.5% | +63.6% |
| All | +130.0% | +325.3% | -195.3% | +43.3% |
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