+2.5%
BLMN vs VOO
+605.4%
-602.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.1% |
| 7D | -7.5% | +0.1% | -7.6% | -7.6% |
| 30D | -17.4% | +0.1% | -17.4% | -17.5% |
| 3M | +37.1% | +2.0% | +35.1% | +32.7% |
| 6M | +49.0% | +13.0% | +36.0% | +27.1% |
| YTD | +58.7% | +13.6% | +45.1% | +34.5% |
| 1Y | +35.8% | +20.1% | +15.7% | +7.3% |
| 3Y | -61.0% | +77.6% | -138.6% | -81.3% |
| 5Y | -55.3% | +82.4% | -137.8% | -79.2% |
| 10Y | -37.0% | +316.8% | -353.8% | -87.5% |
| All | +2.5% | +605.4% | -602.9% | -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