+16.1%
BXMT vs VOO
+325.3%
-309.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.8% |
| 7D | -6.0% | -0.8% | -5.2% | -5.3% |
| 30D | -6.5% | -1.1% | -5.4% | -5.5% |
| 3M | -24.6% | +3.9% | -28.5% | -27.6% |
| 6M | -25.8% | +13.6% | -39.4% | -34.8% |
| YTD | -26.5% | +12.7% | -39.2% | -34.9% |
| 1Y | -25.1% | +17.6% | -42.7% | -36.6% |
| 3Y | -21.1% | +77.3% | -98.5% | -55.8% |
| 5Y | -27.0% | +84.1% | -111.1% | -60.9% |
| All | +16.1% | +325.3% | -309.2% | -66.8% |
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