+6.4%
BAH vs VOO
+14.7%
-8.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.2% |
| 7D | +5.8% | -0.7% | +6.5% | +5.9% |
| 30D | +28.7% | -1.1% | +29.8% | +28.8% |
| 3M | +20.9% | -0.3% | +21.2% | +20.9% |
| 6M | +15.2% | +7.4% | +7.8% | +13.5% |
| YTD | +7.1% | +13.4% | -6.3% | +5.0% |
| 1Y | +6.4% | +14.8% | -8.4% | +3.7% |
| All | +6.4% | +14.7% | -8.3% | +3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling