+58.7%
BLV vs VOO
+812.0%
-753.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +0.3% | +0.5% | -0.2% | +0.3% |
| 30D | -0.4% | -0.9% | +0.5% | -0.5% |
| 3M | -1.7% | +3.9% | -5.6% | -1.6% |
| 6M | -3.6% | +14.5% | -18.2% | -3.2% |
| YTD | -2.3% | +13.0% | -15.2% | -1.9% |
| 1Y | -2.8% | +19.4% | -22.2% | -2.2% |
| 3Y | +7.8% | +78.9% | -71.1% | +10.7% |
| 5Y | -21.7% | +82.3% | -104.0% | -19.7% |
| 10Y | +2.5% | +314.2% | -311.8% | +22.8% |
| All | +58.7% | +812.0% | -753.3% | +149.7% |
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