+347.0%
BLX vs VOO
+82.8%
+264.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.2% |
| 7D | -0.6% | -0.8% | +0.1% | -0.1% |
| 30D | -1.6% | -1.1% | -0.5% | -0.9% |
| 3M | -6.2% | +3.9% | -10.1% | -8.7% |
| 6M | +17.8% | +13.6% | +4.2% | +7.7% |
| YTD | +28.9% | +12.7% | +16.2% | +18.3% |
| 1Y | +20.7% | +17.6% | +3.1% | +7.4% |
| 3Y | +186.3% | +77.3% | +108.9% | +94.6% |
| All | +347.0% | +82.8% | +264.2% | +193.7% |
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 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