-11.8%
BABO vs VOO
+20.9%
-32.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.4% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | -9.5% | +0.1% | -9.5% | -9.7% |
| 3M | -8.8% | +2.0% | -10.9% | -10.9% |
| 6M | -12.7% | +13.0% | -25.7% | -25.1% |
| YTD | -20.7% | +13.6% | -34.3% | -32.3% |
| 1Y | -11.8% | +20.1% | -31.9% | -27.1% |
| All | -11.8% | +20.9% | -32.7% | -27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling