+137.0%
BLKB vs VOO
+817.1%
-680.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.4% |
| 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% | +61.4% |
| 6M | -5.4% | +13.0% | -18.4% | -18.0% |
| YTD | -25.6% | +13.6% | -39.2% | -35.8% |
| 1Y | -29.0% | +20.1% | -49.1% | -42.5% |
| 3Y | -38.1% | +77.6% | -115.7% | -68.1% |
| 5Y | -34.0% | +82.4% | -116.4% | -66.9% |
| 10Y | -30.7% | +316.8% | -347.5% | -87.2% |
| All | +137.0% | +817.1% | -680.0% | -86.3% |
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 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