+16.0%
BX vs VOO
+80.3%
-64.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.8% |
| 7D | -8.9% | -2.0% | -6.9% | -5.8% |
| 30D | -14.8% | -1.7% | -13.1% | -12.3% |
| 3M | +6.9% | +4.7% | +2.2% | -1.0% |
| 6M | +16.3% | +12.6% | +3.7% | -4.7% |
| YTD | -16.1% | +11.8% | -27.8% | -30.1% |
| 1Y | -26.8% | +17.5% | -44.3% | -44.2% |
| 3Y | +22.4% | +77.0% | -54.5% | -53.4% |
| 5Y | +16.0% | +82.6% | -66.6% | -55.7% |
| All | +16.0% | +80.3% | -64.3% | -55.7% |
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