+661.1%
BX vs VOO
+325.3%
+335.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.6% | +1.3% |
| 7D | -5.6% | -0.8% | -4.8% | -4.5% |
| 30D | -12.2% | -1.1% | -11.2% | -10.8% |
| 3M | +7.4% | +3.9% | +3.5% | +1.9% |
| 6M | +22.2% | +13.6% | +8.5% | +2.1% |
| YTD | -14.0% | +12.7% | -26.7% | -27.0% |
| 1Y | -27.3% | +17.6% | -44.9% | -42.0% |
| 3Y | +24.5% | +77.3% | -52.8% | -42.4% |
| 5Y | +18.9% | +84.1% | -65.2% | -45.0% |
| All | +661.1% | +325.3% | +335.8% | +31.8% |
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 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