+820.5%
BLX vs VOO
+800.4%
+20.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +1.3% | +2.6% | -1.2% | -1.0% |
| 30D | -6.1% | -2.0% | -4.1% | -4.5% |
| 3M | -6.5% | -2.8% | -3.7% | -4.3% |
| 6M | -0.8% | +2.2% | -3.0% | -3.1% |
| YTD | +19.4% | +11.5% | +7.9% | +7.5% |
| 1Y | +20.4% | +13.5% | +6.9% | +6.6% |
| 3Y | +156.6% | +78.1% | +78.5% | +49.6% |
| 5Y | +297.4% | +73.1% | +224.2% | +133.2% |
| 10Y | +233.0% | +310.7% | -77.7% | -21.8% |
| All | +820.5% | +800.4% | +20.1% | -31.5% |
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