+1,541.1%
BLTE vs VOO
+91.7%
+1,449.4%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.0% |
| 7D | -10.2% | -0.8% | -9.5% | -10.0% |
| 30D | -2.9% | -1.1% | -1.8% | -2.6% |
| 3M | +27.0% | +3.9% | +23.1% | +25.7% |
| 6M | 0.0% | +13.6% | -13.6% | -3.2% |
| YTD | +8.6% | +12.7% | -4.1% | +5.3% |
| 1Y | +153.5% | +17.6% | +135.9% | +143.6% |
| 3Y | +464.4% | +77.3% | +387.1% | +431.5% |
| All | +1,541.1% | +91.7% | +1,449.4% | +1,557.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling