All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

BALI vs. VOO: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2023-09-28💬 to Fri 2026-09-11 Overall
Return 		Exponential
Trendline
BALI × 		+76.29%
+21.16%/yr 		+18.08%/yr
R2=0.934
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
VOO × 		+84.92%
+23.13%/yr 		+20.47%/yr
R2=0.935
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-28💬 to Fri 2026-09-11 Start
Value 		End
Value
BALI × 		$10,000.00
2023-09-28 		$17,629.43
2026-09-11
VOO × 		$10,000.00
2023-09-28 		$18,492.12
2026-09-11

This Year’s Performance

through 2026-09-11

  YTD YoY
BALI × 		+14.83% +18.93%
VOO × 		+12.71% +17.58%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BALI × 		−1.61%
on 2026-09-11
from 2026-08-13 peak 		−16.65%
on 2025-04-08
from 2024-12-05 peak
VOO × 		−1.73%
on 2026-09-11
from 2026-08-13 peak 		−18.69%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Fri 2026-09-11 1 yr 2 yr 3 yr 5 yr 10 yr
BALI × 		+18.93% +38.07%
+17.50%/yr 		— — —
VOO × 		+17.58% +41.34%
+18.88%/yr 		+77.32%
+21.04%/yr 		+84.13%
+12.99%/yr 		+323.55%
+15.53%/yr

Annual Returns

Year BALI VOO
2026 (YTD) +14.83% +12.71%
2025 +14.52% +17.82%
2024 +22.41% +24.98%
2023 +9.52% +26.32%
2022 — −18.17%
2021 — +28.79%
2020 — +18.32%
2019 — +31.37%
2018 — −4.50%
2017 — +21.77%
2016 — +12.17%
2015 — +1.33%
2014 — +13.56%
2013 — +32.39%
2012 — +15.99%
2011 — +1.90%
2010 — +14.78%