-41.2%
BLMN vs VOO
+321.7%
-362.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.3% |
| 7D | -10.9% | -2.0% | -8.9% | -8.3% |
| 30D | -22.0% | -1.7% | -20.4% | -20.2% |
| 3M | +17.0% | +4.7% | +12.3% | +9.2% |
| 6M | +46.2% | +12.6% | +33.7% | +24.1% |
| YTD | +40.5% | +11.8% | +28.8% | +20.5% |
| 1Y | +25.8% | +17.5% | +8.3% | +0.8% |
| 3Y | -63.9% | +77.0% | -140.9% | -83.6% |
| 5Y | -58.7% | +82.6% | -141.3% | -82.0% |
| All | -41.2% | +321.7% | -362.9% | -90.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling