-46.3%
BL vs VOO
+79.1%
-125.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.6% | -7.3% | -7.3% |
| 7D | -6.4% | +0.5% | -7.0% | -6.9% |
| 30D | +2.0% | -0.9% | +2.9% | +3.2% |
| 3M | +6.9% | +3.9% | +3.0% | +2.7% |
| 6M | -19.3% | +14.5% | -33.9% | -30.7% |
| YTD | -45.5% | +13.0% | -58.4% | -52.2% |
| 1Y | -44.6% | +19.4% | -64.1% | -54.4% |
| 3Y | -46.3% | +78.9% | -125.1% | -77.3% |
| All | -46.3% | +79.1% | -125.4% | -77.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling