-16.6%
BLDP vs VOO
+806.9%
-823.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +0.1% |
| 7D | -5.0% | -0.9% | -4.1% | -3.5% |
| 30D | -17.5% | -2.3% | -15.1% | -14.2% |
| 3M | -41.9% | -1.2% | -40.8% | -40.5% |
| 6M | -63.8% | +3.3% | -67.1% | -64.8% |
| YTD | -40.6% | +12.3% | -52.9% | -48.1% |
| 1Y | -57.7% | +12.5% | -70.2% | -63.0% |
| 3Y | -54.5% | +79.2% | -133.7% | -79.7% |
| 5Y | -91.6% | +75.7% | -167.3% | -95.8% |
| 10Y | -24.1% | +313.7% | -337.8% | -86.3% |
| All | -16.6% | +806.9% | -823.5% | -93.4% |
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 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