-52.5%
BAFN vs VOO
+118.7%
-171.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.5% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | +9.1% | +0.1% | +9.0% | +9.0% |
| 3M | +25.2% | +2.0% | +23.2% | +24.6% |
| 6M | +6.6% | +13.0% | -6.5% | +3.3% |
| YTD | -13.4% | +13.6% | -27.0% | -16.1% |
| 1Y | -23.6% | +20.1% | -43.7% | -26.8% |
| 3Y | -50.9% | +77.6% | -128.4% | -55.7% |
| 5Y | -71.4% | +82.4% | -153.9% | -75.1% |
| All | -52.5% | +118.7% | -171.2% | -56.4% |
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