-62.2%
BLMN vs VOO
+77.0%
-139.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.2% | -5.1% |
| 7D | -9.0% | -0.4% | -8.6% | -8.5% |
| 30D | -18.0% | -1.4% | -16.6% | -16.5% |
| 3M | +21.7% | +3.7% | +17.9% | +15.3% |
| 6M | +55.6% | +13.0% | +42.6% | +32.4% |
| YTD | +46.5% | +12.4% | +34.1% | +25.6% |
| 1Y | +30.8% | +18.6% | +12.2% | +4.8% |
| All | -62.2% | +77.0% | -139.2% | -80.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling