-44.6%
BABW vs VOO
+14.4%
-59.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.3% |
| 7D | -3.4% | -2.0% | -1.5% | -0.8% |
| 30D | -18.3% | -1.7% | -16.6% | -16.6% |
| 3M | -7.8% | +4.7% | -12.5% | -14.3% |
| 6M | -25.7% | +12.6% | -38.3% | -37.8% |
| YTD | -32.3% | +11.8% | -44.1% | -42.6% |
| All | -44.6% | +14.4% | -59.1% | -54.1% |
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