-37.7%
BLZE vs VOO
+75.8%
-113.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.7% |
| 7D | -7.8% | -0.8% | -7.1% | -6.6% |
| 30D | -35.9% | -1.1% | -34.8% | -34.6% |
| 3M | +62.1% | +3.9% | +58.2% | +53.4% |
| 6M | +228.9% | +13.6% | +215.3% | +170.5% |
| YTD | +166.1% | +12.7% | +153.4% | +121.8% |
| 1Y | +31.1% | +17.6% | +13.5% | +3.4% |
| 3Y | +85.1% | +77.3% | +7.8% | -23.5% |
| All | -37.7% | +75.8% | -113.4% | -71.8% |
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