+27.0%
BLGR vs VOO
+28.9%
-1.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | -2.1% | -2.0% | -0.1% | +0.4% |
| 30D | -1.9% | -1.7% | -0.3% | +0.2% |
| 3M | +4.6% | +4.7% | -0.2% | -1.2% |
| 6M | +13.6% | +12.6% | +1.0% | -1.8% |
| YTD | +9.4% | +11.8% | -2.4% | -4.5% |
| 1Y | +14.4% | +17.5% | -3.2% | -5.8% |
| All | +27.0% | +28.9% | -1.8% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling