+16.3%
BABO vs VOO
+50.7%
-34.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.3% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | -9.5% | +0.1% | -9.5% | -9.6% |
| 3M | -8.8% | +2.0% | -10.9% | -10.4% |
| 6M | -12.7% | +13.0% | -25.7% | -20.8% |
| YTD | -20.7% | +13.6% | -34.3% | -28.3% |
| 1Y | -11.8% | +20.1% | -31.9% | -23.1% |
| All | +16.3% | +50.7% | -34.4% | -12.7% |
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