+46.4%
BXSL vs VOO
+78.0%
-31.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -1.7% | -2.0% | +0.3% | -0.7% |
| 30D | -0.7% | -1.7% | +1.0% | +0.2% |
| 3M | +4.7% | +4.7% | -0.1% | +2.2% |
| 6M | +8.0% | +12.6% | -4.5% | +1.6% |
| YTD | -1.7% | +11.8% | -13.5% | -7.2% |
| 1Y | -4.7% | +17.5% | -22.2% | -12.2% |
| 3Y | +22.1% | +77.0% | -54.9% | -7.3% |
| All | +46.4% | +78.0% | -31.5% | +8.3% |
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