+550.6%
BLBD vs VOO
+406.8%
+143.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.7% |
| 7D | +1.4% | -0.4% | +1.8% | +1.8% |
| 30D | -4.2% | -1.4% | -2.8% | -2.9% |
| 3M | -12.0% | +3.7% | -15.8% | -14.9% |
| 6M | +18.0% | +13.0% | +4.9% | +5.6% |
| YTD | +33.2% | +12.4% | +20.7% | +19.8% |
| 1Y | +7.4% | +18.6% | -11.2% | -8.2% |
| 3Y | +190.3% | +78.1% | +112.2% | +73.1% |
| 5Y | +223.5% | +82.3% | +141.2% | +90.6% |
| 10Y | +319.5% | +322.5% | -3.0% | +47.5% |
| All | +550.6% | +406.8% | +143.8% | +125.3% |
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