+115.4%
BDL vs VOO
+80.3%
+35.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +0.8% | -2.0% | +2.8% | +1.2% |
| 30D | +11.1% | -1.7% | +12.8% | +11.5% |
| 3M | +31.2% | +4.7% | +26.5% | +30.1% |
| 6M | +39.3% | +12.6% | +26.7% | +36.2% |
| YTD | +58.7% | +11.8% | +47.0% | +55.5% |
| 1Y | +70.9% | +17.5% | +53.3% | +66.1% |
| 3Y | +59.8% | +77.0% | -17.2% | +45.4% |
| 5Y | +115.4% | +82.6% | +32.8% | +98.1% |
| All | +115.4% | +80.3% | +35.0% | +98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling