-27.3%
BAH vs VOO
+79.1%
-106.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -2.6% | +3.3% | -5.8% | -3.6% |
| 30D | +20.4% | -2.7% | +23.0% | +21.3% |
| 3M | +11.9% | -1.7% | +13.6% | +12.3% |
| 6M | +17.1% | +3.1% | +14.0% | +15.5% |
| YTD | +5.5% | +11.9% | -6.4% | +0.8% |
| 1Y | +5.6% | +12.1% | -6.5% | +0.9% |
| All | -27.3% | +79.1% | -106.4% | -47.4% |
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 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