+464.4%
BLTE vs VOO
+77.4%
+387.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.3% |
| 7D | -10.2% | -0.8% | -9.5% | -9.8% |
| 30D | -2.9% | -1.1% | -1.8% | -2.2% |
| 3M | +27.0% | +3.9% | +23.1% | +23.8% |
| 6M | 0.0% | +13.6% | -13.6% | -7.9% |
| YTD | +8.6% | +12.7% | -4.1% | +0.3% |
| 1Y | +153.5% | +17.6% | +135.9% | +128.2% |
| 3Y | +464.4% | +77.3% | +387.1% | +274.2% |
| All | +464.4% | +77.4% | +387.0% | +274.2% |
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