+812.9%
VOO vs BLK
+937.6%
-124.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | -2.0% | -5.2% | +3.2% | +0.6% |
| 30D | -1.7% | -7.0% | +5.4% | +1.8% |
| 3M | +4.7% | +5.7% | -0.9% | +1.4% |
| 6M | +12.6% | +11.0% | +1.5% | +5.9% |
| YTD | +11.8% | +0.9% | +10.9% | +9.7% |
| 1Y | +17.5% | -1.6% | +19.2% | +16.4% |
| 3Y | +77.0% | +64.5% | +12.5% | +33.2% |
| 5Y | +82.6% | +30.9% | +51.7% | +50.9% |
| 10Y | +320.0% | +275.1% | +44.9% | +98.0% |
| All | +812.9% | +937.6% | -124.7% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 all: compounded portfolio wealth divided by compounded BLK 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…
all analysis · Full analysis span regression · 6 months rolling