-2.3%
BLOX vs VOO
+20.9%
-23.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +2.1% |
| 7D | +8.6% | +0.1% | +8.5% | +8.4% |
| 30D | +10.8% | +0.1% | +10.7% | +10.6% |
| 3M | -9.3% | +2.0% | -11.3% | -13.9% |
| 6M | +8.6% | +13.0% | -4.5% | -23.7% |
| YTD | +4.9% | +13.6% | -8.7% | -26.9% |
| 1Y | -2.3% | +20.1% | -22.4% | -38.1% |
| All | -2.3% | +20.9% | -23.3% | -38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling