-75.4%
BL vs VOO
+82.3%
-157.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.6% | -7.3% | -7.1% |
| 7D | -6.4% | +0.5% | -7.0% | -7.0% |
| 30D | +2.0% | -0.9% | +2.9% | +3.5% |
| 3M | +6.9% | +3.9% | +3.0% | +1.3% |
| 6M | -19.3% | +14.5% | -33.9% | -33.8% |
| YTD | -45.5% | +13.0% | -58.4% | -54.2% |
| 1Y | -44.6% | +19.4% | -64.1% | -57.0% |
| 3Y | -46.3% | +78.9% | -125.1% | -77.8% |
| 5Y | -75.4% | +82.3% | -157.7% | -90.0% |
| All | -75.4% | +82.3% | -157.8% | -90.0% |
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 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