+760.0%
BDL vs VOO
+817.1%
-57.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.6% |
| 7D | +3.3% | +0.1% | +3.2% | +3.2% |
| 30D | +6.3% | +0.1% | +6.3% | +6.3% |
| 3M | +44.8% | +2.0% | +42.7% | +44.0% |
| 6M | +40.5% | +13.0% | +27.5% | +35.8% |
| YTD | +61.4% | +13.6% | +47.8% | +55.8% |
| 1Y | +54.0% | +20.1% | +34.0% | +46.5% |
| 3Y | +62.3% | +77.6% | -15.2% | +37.8% |
| 5Y | +108.9% | +82.4% | +26.4% | +74.6% |
| 10Y | +115.5% | +316.8% | -201.4% | +50.4% |
| All | +760.0% | +817.1% | -57.1% | +407.0% |
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