+18.4%
BAFE vs VOO
+33.8%
-15.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.5% |
| 7D | +0.1% | +0.5% | -0.5% | -0.4% |
| 30D | -2.4% | -0.9% | -1.5% | -1.5% |
| 3M | +3.2% | +3.9% | -0.7% | -0.6% |
| 6M | +13.7% | +14.5% | -0.9% | -0.7% |
| YTD | +8.5% | +13.0% | -4.5% | -3.9% |
| 1Y | +10.6% | +19.4% | -8.8% | -7.4% |
| All | +18.4% | +33.8% | -15.4% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling