-3.5%
BLLN vs VOO
+12.8%
-16.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.4% | -4.7% | -4.5% |
| 7D | -7.7% | +2.6% | -10.3% | -11.2% |
| 30D | +7.4% | -2.0% | +9.4% | +10.6% |
| 3M | +11.8% | -2.8% | +14.6% | +16.5% |
| 6M | +16.1% | +2.2% | +13.9% | +11.4% |
| YTD | +28.5% | +11.5% | +17.0% | +1.3% |
| 1Y | +17.4% | +13.5% | +3.9% | -14.1% |
| All | -3.5% | +12.8% | -16.2% | -29.8% |
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