-30.0%
BLKB vs VOO
+82.6%
-112.6%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.5% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | +2.6% | +0.1% | +2.6% | +2.6% |
| 3M | +66.0% | +2.0% | +64.0% | +62.4% |
| 6M | -5.4% | +13.0% | -18.4% | -16.0% |
| YTD | -25.6% | +13.6% | -39.2% | -34.1% |
| 1Y | -29.0% | +20.1% | -49.1% | -40.4% |
| 3Y | -38.1% | +77.6% | -115.7% | -65.4% |
| All | -30.0% | +82.6% | -112.6% | -60.4% |
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