+15.7%
BLOX vs VOO
+29.5%
-13.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +2.5% |
| 7D | +11.1% | +0.5% | +10.6% | +9.5% |
| 30D | +13.5% | -0.9% | +14.5% | +16.7% |
| 3M | -4.4% | +3.9% | -8.2% | -14.6% |
| 6M | +23.1% | +14.5% | +8.6% | -16.9% |
| YTD | +5.9% | +13.0% | -7.1% | -24.3% |
| 1Y | -3.0% | +19.4% | -22.4% | -38.5% |
| All | +15.7% | +29.5% | -13.8% | -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 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