+180.8%
BLKB vs VOO
+775.2%
-594.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.9% | +4.1% |
| 7D | +5.9% | -4.7% | +10.6% | +11.1% |
| 30D | +28.2% | -5.9% | +34.1% | +36.2% |
| 3M | +21.6% | -4.5% | +26.1% | +27.1% |
| 6M | +51.8% | +1.9% | +50.0% | +46.8% |
| YTD | -11.9% | +8.4% | -20.3% | -20.5% |
| 1Y | -6.3% | +9.5% | -15.8% | -16.4% |
| 3Y | -23.7% | +75.3% | -99.0% | -60.4% |
| 5Y | -33.7% | +67.9% | -101.5% | -63.8% |
| 10Y | -3.2% | +314.4% | -317.7% | -82.2% |
| All | +180.8% | +775.2% | -594.4% | -83.0% |
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