+72.3%
BA vs VOO
+314.0%
-241.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | 0.0% |
| 7D | +2.5% | +0.5% | +1.9% | +1.7% |
| 30D | -10.1% | -0.9% | -9.2% | -8.9% |
| 3M | -2.4% | +3.9% | -6.3% | -7.2% |
| 6M | -8.8% | +14.5% | -23.4% | -24.0% |
| YTD | -2.9% | +13.0% | -15.9% | -17.8% |
| 1Y | -8.8% | +19.4% | -28.2% | -28.5% |
| 3Y | -0.3% | +78.9% | -79.1% | -56.2% |
| 5Y | -0.3% | +82.3% | -82.6% | -57.2% |
| 10Y | +72.3% | +314.2% | -241.9% | -72.9% |
| All | +72.3% | +314.0% | -241.7% | -72.9% |
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