+240.6%
BA vs VOO
+803.9%
-563.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.3% |
| 7D | -0.6% | +3.3% | -3.8% | -4.7% |
| 30D | -8.0% | -2.7% | -5.3% | -5.2% |
| 3M | -25.8% | -1.7% | -24.1% | -24.4% |
| 6M | -27.6% | +3.1% | -30.7% | -30.6% |
| YTD | -21.0% | +11.9% | -32.9% | -31.8% |
| 1Y | -12.3% | +12.1% | -24.3% | -24.5% |
| 3Y | -12.8% | +78.6% | -91.3% | -59.3% |
| 5Y | -22.4% | +73.8% | -96.2% | -62.2% |
| 10Y | +24.6% | +312.3% | -287.7% | -77.1% |
| All | +240.6% | +803.9% | -563.2% | -74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling