+147.5%
BLW vs VOO
+800.4%
-653.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -1.3% | +2.6% | -3.9% | -2.3% |
| 30D | +0.9% | -2.0% | +2.9% | +1.7% |
| 3M | -8.5% | -2.8% | -5.8% | -7.6% |
| 6M | -3.4% | +2.2% | -5.6% | -4.4% |
| YTD | -8.0% | +11.5% | -19.5% | -12.1% |
| 1Y | -7.7% | +13.5% | -21.2% | -12.5% |
| 3Y | +20.2% | +78.1% | -57.9% | -5.9% |
| 5Y | +6.8% | +73.1% | -66.3% | -16.3% |
| 10Y | +78.5% | +310.7% | -232.2% | +0.3% |
| All | +147.5% | +800.4% | -653.0% | +7.4% |
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