-93.1%
BLNE vs VOO
+75.9%
-169.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.6% | +7.5% | +7.5% |
| 7D | -1.8% | -2.0% | +0.2% | +0.1% |
| 30D | -2.7% | -1.7% | -1.0% | -1.1% |
| 3M | -5.3% | +4.7% | -10.0% | -8.8% |
| 6M | -63.8% | +12.6% | -76.3% | -66.5% |
| YTD | -37.2% | +11.8% | -49.0% | -41.6% |
| 1Y | -49.5% | +17.5% | -67.1% | -53.8% |
| All | -93.1% | +75.9% | -169.0% | -95.0% |
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 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