+15.7%
BL vs VOO
+320.2%
-304.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -1.1% |
| 7D | -20.3% | -0.9% | -19.4% | -19.6% |
| 30D | -6.4% | -2.3% | -4.1% | -4.3% |
| 3M | -2.5% | -1.2% | -1.3% | -1.4% |
| 6M | -0.3% | +3.3% | -3.6% | -4.4% |
| YTD | -50.4% | +12.3% | -62.7% | -56.8% |
| 1Y | -50.4% | +12.5% | -62.9% | -56.9% |
| 3Y | -47.6% | +79.2% | -126.7% | -73.1% |
| 5Y | -78.2% | +75.7% | -153.9% | -88.3% |
| 10Y | +14.8% | +313.7% | -298.9% | -77.8% |
| All | +15.7% | +320.2% | -304.5% | -78.7% |
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