-78.6%
BL vs VOO
+72.8%
-151.4%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.7% | +1.8% |
| 7D | -18.0% | -0.6% | -17.4% | -17.6% |
| 30D | -8.2% | -3.6% | -4.6% | -4.1% |
| 3M | -6.7% | -2.7% | -4.0% | -3.5% |
| 6M | -10.8% | +2.2% | -13.0% | -14.2% |
| YTD | -50.6% | +10.9% | -61.5% | -57.7% |
| 1Y | -49.8% | +11.3% | -61.2% | -57.3% |
| 3Y | -47.7% | +76.9% | -124.6% | -78.4% |
| 5Y | -78.6% | +73.5% | -152.1% | -90.9% |
| All | -78.6% | +72.8% | -151.4% | -90.9% |
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