+89.0%
BAB vs VOO
+795.4%
-706.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.8% |
| 7D | -0.3% | -0.6% | +0.3% | -0.3% |
| 30D | +2.0% | -3.6% | +5.6% | +1.9% |
| 3M | -0.8% | -2.7% | +1.9% | -0.9% |
| 6M | -2.2% | +2.2% | -4.4% | -2.1% |
| YTD | -1.7% | +10.9% | -12.6% | -1.5% |
| 1Y | -2.0% | +11.3% | -13.3% | -1.8% |
| 3Y | +15.7% | +76.9% | -61.3% | +17.1% |
| 5Y | -5.8% | +73.5% | -79.3% | -4.8% |
| 10Y | +25.1% | +307.7% | -282.6% | +37.0% |
| All | +89.0% | +795.4% | -706.5% | +134.5% |
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