+79.3%
BLCV vs VOO
+91.0%
-11.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | -1.0% | -0.4% | -0.7% | -0.8% |
| 30D | -1.7% | -1.4% | -0.4% | -0.8% |
| 3M | +6.8% | +3.7% | +3.1% | +4.0% |
| 6M | +14.6% | +13.0% | +1.5% | +4.9% |
| YTD | +14.7% | +12.4% | +2.3% | +5.4% |
| 1Y | +20.8% | +18.6% | +2.2% | +6.9% |
| 3Y | +70.3% | +78.1% | -7.7% | +11.1% |
| All | +79.3% | +91.0% | -11.6% | +9.9% |
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