+822.6%
VOO vs BX
+2,814.6%
-1,992.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | 0.0% |
| 7D | +0.5% | -2.0% | +2.5% | +1.2% |
| 30D | -0.9% | -2.3% | +1.4% | -0.3% |
| 3M | +3.9% | +18.5% | -14.6% | -2.6% |
| 6M | +14.5% | +23.7% | -9.2% | +5.1% |
| YTD | +13.0% | -10.4% | +23.3% | +15.2% |
| 1Y | +19.4% | -19.6% | +39.0% | +26.1% |
| 3Y | +78.9% | +30.8% | +48.1% | +54.3% |
| 5Y | +82.3% | +24.3% | +57.9% | +51.8% |
| 10Y | +314.2% | +679.5% | -365.3% | +75.8% |
| All | +822.6% | +2,814.6% | -1,992.0% | +144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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