+78.9%
BLCV vs VOO
+89.8%
-10.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -2.3% | -2.0% | -0.3% | -0.9% |
| 30D | -1.8% | -1.7% | -0.1% | -0.6% |
| 3M | +8.0% | +4.7% | +3.3% | +4.5% |
| 6M | +15.0% | +12.6% | +2.5% | +5.7% |
| YTD | +14.4% | +11.8% | +2.7% | +5.6% |
| 1Y | +20.9% | +17.5% | +3.3% | +7.7% |
| 3Y | +69.9% | +77.0% | -7.1% | +11.3% |
| All | +78.9% | +89.8% | -10.9% | +10.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling