+305.9%
BLOK vs VOO
+208.7%
+97.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +1.2% |
| 7D | +8.1% | +0.5% | +7.6% | +7.4% |
| 30D | +9.4% | -0.9% | +10.4% | +10.9% |
| 3M | +4.0% | +3.9% | +0.1% | -0.8% |
| 6M | +25.9% | +14.5% | +11.3% | +6.2% |
| YTD | +15.3% | +13.0% | +2.4% | -0.3% |
| 1Y | +10.6% | +19.4% | -8.8% | -10.4% |
| 3Y | +233.0% | +78.9% | +154.2% | +68.7% |
| 5Y | +62.3% | +82.3% | -19.9% | -15.9% |
| All | +305.9% | +208.7% | +97.2% | +30.5% |
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