+0.4%
BX vs VOO
+72.6%
-72.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +2.0% |
| 7D | +0.6% | +2.6% | -2.0% | -3.6% |
| 30D | +14.2% | -2.0% | +16.2% | +17.8% |
| 3M | -18.7% | -2.8% | -16.0% | -14.9% |
| 6M | +2.5% | +2.2% | +0.3% | -1.2% |
| YTD | -18.8% | +11.5% | -30.3% | -32.2% |
| 1Y | -10.3% | +13.5% | -23.8% | -27.3% |
| 3Y | +35.4% | +78.1% | -42.7% | -49.0% |
| All | +0.4% | +72.6% | -72.2% | -57.7% |
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