+90.9%
BAB vs VOO
+817.1%
-726.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -0.5% | +0.1% | -0.6% | -0.5% |
| 3M | -0.8% | +2.0% | -2.9% | -0.8% |
| 6M | -2.5% | +13.0% | -15.6% | -2.3% |
| YTD | -0.7% | +13.6% | -14.3% | -0.5% |
| 1Y | +1.9% | +20.1% | -18.2% | +2.2% |
| 3Y | +14.0% | +77.6% | -63.6% | +15.4% |
| 5Y | -5.6% | +82.4% | -88.0% | -4.5% |
| 10Y | +19.6% | +316.8% | -297.2% | +31.0% |
| All | +90.9% | +817.1% | -726.2% | +137.0% |
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