-84.7%
BLDP vs VOO
+82.3%
-167.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +2.3% |
| 7D | +5.8% | +0.5% | +5.3% | +4.7% |
| 30D | -9.5% | -0.9% | -8.6% | -7.8% |
| 3M | -54.1% | +3.9% | -58.0% | -56.9% |
| 6M | +17.9% | +14.5% | +3.4% | -5.2% |
| YTD | -6.7% | +13.0% | -19.6% | -22.7% |
| 1Y | +22.2% | +19.4% | +2.7% | -7.1% |
| 3Y | -41.2% | +78.9% | -120.1% | -79.6% |
| 5Y | -84.7% | +82.3% | -167.0% | -94.4% |
| All | -84.7% | +82.3% | -167.0% | -94.4% |
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