+259.7%
BLX vs VOO
+325.3%
-65.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.3% |
| 7D | -0.6% | -0.8% | +0.1% | 0.0% |
| 30D | -1.6% | -1.1% | -0.5% | -0.8% |
| 3M | -6.2% | +3.9% | -10.1% | -9.2% |
| 6M | +17.8% | +13.6% | +4.2% | +5.9% |
| YTD | +28.9% | +12.7% | +16.2% | +16.5% |
| 1Y | +20.7% | +17.6% | +3.1% | +5.2% |
| 3Y | +186.3% | +77.3% | +108.9% | +78.4% |
| 5Y | +351.4% | +84.1% | +267.3% | +167.8% |
| All | +259.7% | +325.3% | -65.6% | -6.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling