+87.2%
BLCV vs VOO
+89.4%
-2.2%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | +2.2% | +2.6% | -0.4% | +0.3% |
| 30D | +4.5% | -2.0% | +6.5% | +5.9% |
| 3M | +2.3% | -2.8% | +5.1% | +4.2% |
| 6M | +13.6% | +2.2% | +11.5% | +11.7% |
| YTD | +19.8% | +11.5% | +8.2% | +10.6% |
| 1Y | +23.6% | +13.5% | +10.1% | +12.7% |
| 3Y | +78.2% | +78.1% | +0.1% | +16.3% |
| All | +87.2% | +89.4% | -2.2% | +15.3% |
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 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