+295.8%
BLOK vs VOO
+208.0%
+87.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.8% | +0.5% |
| 7D | -2.0% | -0.8% | -1.3% | -1.0% |
| 30D | +6.3% | -1.1% | +7.4% | +8.0% |
| 3M | +1.2% | +3.9% | -2.7% | -3.5% |
| 6M | +19.3% | +13.6% | +5.7% | +1.8% |
| YTD | +12.5% | +12.7% | -0.2% | -2.4% |
| 1Y | +1.8% | +17.6% | -15.8% | -15.8% |
| 3Y | +227.8% | +77.3% | +150.5% | +68.0% |
| 5Y | +61.0% | +84.1% | -23.1% | -17.3% |
| All | +295.8% | +208.0% | +87.8% | +27.6% |
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