+222.3%
BLBD vs VOO
+80.3%
+142.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | -2.5% | -2.0% | -0.5% | -0.3% |
| 30D | -6.2% | -1.7% | -4.6% | -4.4% |
| 3M | -9.7% | +4.7% | -14.4% | -14.3% |
| 6M | +16.2% | +12.6% | +3.6% | +1.8% |
| YTD | +32.0% | +11.8% | +20.3% | +16.6% |
| 1Y | +8.1% | +17.5% | -9.4% | -10.1% |
| 3Y | +187.8% | +77.0% | +110.8% | +50.1% |
| 5Y | +222.3% | +82.6% | +139.8% | +66.1% |
| All | +222.3% | +80.3% | +142.0% | +66.1% |
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