-29.8%
BABX vs VOO
+97.8%
-127.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.4% |
| 7D | -9.6% | +0.1% | -9.7% | -9.8% |
| 30D | -24.3% | +0.1% | -24.4% | -24.7% |
| 3M | -23.3% | +2.0% | -25.4% | -26.0% |
| 6M | -35.7% | +13.0% | -48.8% | -47.9% |
| YTD | -49.4% | +13.6% | -63.0% | -59.1% |
| 1Y | -42.0% | +20.1% | -62.1% | -56.7% |
| 3Y | -22.5% | +77.6% | -100.1% | -70.7% |
| All | -29.8% | +97.8% | -127.6% | -78.4% |
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