-43.3%
BAFN vs VOO
+75.5%
-118.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | -1.4% | -2.7% | +1.3% | -0.4% |
| 30D | -20.8% | -5.4% | -15.4% | -19.3% |
| 3M | -15.9% | -4.1% | -11.8% | -14.8% |
| 6M | -20.3% | +0.7% | -21.1% | -20.9% |
| YTD | -27.1% | +8.7% | -35.9% | -30.1% |
| 1Y | -31.7% | +11.0% | -42.6% | -35.0% |
| 3Y | -43.3% | +75.5% | -118.8% | -56.9% |
| All | -43.3% | +75.5% | -118.8% | -56.9% |
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