+19.3%
BAB vs VOO
+321.7%
-302.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -0.9% | -2.0% | +1.1% | -0.8% |
| 30D | -1.0% | -1.7% | +0.7% | -0.9% |
| 3M | -1.6% | +4.7% | -6.3% | -1.8% |
| 6M | -2.8% | +12.6% | -15.3% | -3.3% |
| YTD | -1.7% | +11.8% | -13.4% | -2.2% |
| 1Y | -0.8% | +17.5% | -18.3% | -1.5% |
| 3Y | +13.4% | +77.0% | -63.6% | +10.5% |
| 5Y | -6.6% | +82.6% | -89.2% | -9.4% |
| All | +19.3% | +321.7% | -302.4% | +17.2% |
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