+24.3%
BL vs VOO
+320.6%
-296.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -1.7% |
| 7D | -8.4% | -0.4% | -8.1% | -8.0% |
| 30D | +0.6% | -1.4% | +2.0% | +2.4% |
| 3M | +4.0% | +3.7% | +0.3% | -0.3% |
| 6M | -20.7% | +13.0% | -33.7% | -31.4% |
| YTD | -46.7% | +12.4% | -59.1% | -53.5% |
| 1Y | -46.0% | +18.6% | -64.6% | -55.6% |
| 3Y | -47.5% | +78.1% | -125.5% | -72.7% |
| 5Y | -75.7% | +82.3% | -158.0% | -87.3% |
| All | +24.3% | +320.6% | -296.2% | -77.0% |
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 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