+1.0%
BLOK vs VOO
+72.6%
-71.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.0% |
| 7D | +1.5% | +2.6% | -1.1% | -3.0% |
| 30D | -10.3% | -2.0% | -8.3% | -6.6% |
| 3M | -17.2% | -2.8% | -14.4% | -12.3% |
| 6M | -22.1% | +2.2% | -24.3% | -24.0% |
| YTD | -12.1% | +11.5% | -23.6% | -25.7% |
| 1Y | -16.8% | +13.5% | -30.2% | -31.6% |
| 3Y | +147.6% | +78.1% | +69.5% | -1.9% |
| All | +1.0% | +72.6% | -71.5% | -54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling