-31.5%
BAH vs VOO
+79.1%
-110.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.7% |
| 7D | -4.3% | +0.5% | -4.9% | -4.5% |
| 30D | -4.5% | -0.9% | -3.5% | -4.1% |
| 3M | -7.6% | +3.9% | -11.5% | -9.0% |
| 6M | -10.6% | +14.5% | -25.1% | -15.4% |
| YTD | -12.6% | +13.0% | -25.5% | -16.7% |
| 1Y | -27.0% | +19.4% | -46.4% | -32.1% |
| 3Y | -31.5% | +78.9% | -110.4% | -48.8% |
| All | -31.5% | +79.1% | -110.6% | -48.8% |
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