-44.0%
BABW vs VOO
+15.1%
-59.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.6% |
| 7D | -2.4% | -0.4% | -2.0% | -1.9% |
| 30D | -20.3% | -1.4% | -18.9% | -18.9% |
| 3M | -10.4% | +3.7% | -14.1% | -15.3% |
| 6M | -21.7% | +13.0% | -34.7% | -34.8% |
| YTD | -31.5% | +12.4% | -44.0% | -42.4% |
| All | -44.0% | +15.1% | -59.1% | -53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling