+14.1%
BLOX vs VOO
+28.9%
-14.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | 0.0% |
| 7D | +7.7% | -0.4% | +8.1% | +9.0% |
| 30D | +14.7% | -1.4% | +16.0% | +19.5% |
| 3M | -3.9% | +3.7% | -7.6% | -13.8% |
| 6M | +18.6% | +13.0% | +5.6% | -16.6% |
| YTD | +4.5% | +12.4% | -8.0% | -24.3% |
| 1Y | -7.7% | +18.6% | -26.3% | -40.4% |
| All | +14.1% | +28.9% | -14.8% | -38.9% |
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