+20.2%
BL vs VOO
+318.7%
-298.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.2% |
| 7D | -15.4% | +3.3% | -18.7% | -18.4% |
| 30D | -3.5% | -2.7% | -0.8% | -0.9% |
| 3M | +0.2% | -1.7% | +2.0% | +2.0% |
| 6M | +8.7% | +3.1% | +5.5% | +4.4% |
| YTD | -48.5% | +11.9% | -60.4% | -55.0% |
| 1Y | -49.2% | +12.1% | -61.3% | -55.7% |
| 3Y | -45.5% | +78.6% | -124.1% | -72.0% |
| 5Y | -77.8% | +73.8% | -151.6% | -88.0% |
| 10Y | +19.2% | +312.3% | -293.1% | -76.8% |
| All | +20.2% | +318.7% | -298.6% | -77.8% |
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