-0.9%
BA vs VOO
+82.6%
-83.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.3% |
| 7D | +1.2% | +0.1% | +1.0% | +1.0% |
| 30D | -11.6% | +0.1% | -11.7% | -11.7% |
| 3M | -2.4% | +2.0% | -4.4% | -4.5% |
| 6M | -6.6% | +13.0% | -19.7% | -18.5% |
| YTD | -2.2% | +13.6% | -15.8% | -15.3% |
| 1Y | -8.0% | +20.1% | -28.1% | -25.3% |
| 3Y | -5.0% | +77.6% | -82.6% | -51.1% |
| All | -0.9% | +82.6% | -83.5% | -49.3% |
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