+222.4%
BLOK vs VOO
+75.9%
+146.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.1% |
| 7D | -3.8% | -2.0% | -1.8% | -0.1% |
| 30D | +6.2% | -1.7% | +7.9% | +9.8% |
| 3M | +4.3% | +4.7% | -0.4% | -4.0% |
| 6M | +18.0% | +12.6% | +5.5% | -4.0% |
| YTD | +10.6% | +11.8% | -1.2% | -8.2% |
| 1Y | +1.0% | +17.5% | -16.6% | -22.5% |
| All | +222.4% | +75.9% | +146.5% | +36.0% |
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