-20.0%
BABX vs VOO
+75.9%
-95.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.6% |
| 7D | -5.8% | -2.0% | -3.9% | -2.4% |
| 30D | -29.6% | -1.7% | -28.0% | -27.8% |
| 3M | -16.0% | +4.7% | -20.7% | -23.0% |
| 6M | -44.0% | +12.6% | -56.6% | -54.0% |
| YTD | -53.6% | +11.8% | -65.4% | -61.2% |
| 1Y | -55.7% | +17.5% | -73.3% | -65.3% |
| All | -20.0% | +75.9% | -95.9% | -65.6% |
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