+13.5%
BABO vs VOO
+49.2%
-35.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.3% |
| 7D | -1.7% | -0.4% | -1.3% | -1.4% |
| 30D | -13.1% | -1.4% | -11.7% | -12.2% |
| 3M | -7.3% | +3.7% | -11.0% | -10.1% |
| 6M | -14.4% | +13.0% | -27.5% | -22.3% |
| YTD | -22.6% | +12.4% | -35.1% | -29.4% |
| 1Y | -21.3% | +18.6% | -39.9% | -30.7% |
| All | +13.5% | +49.2% | -35.7% | -14.1% |
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 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