-3.8%
BAH vs VOO
+82.3%
-86.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.7% |
| 7D | -4.3% | +0.5% | -4.9% | -4.6% |
| 30D | -4.5% | -0.9% | -3.5% | -4.0% |
| 3M | -7.6% | +3.9% | -11.5% | -9.2% |
| 6M | -10.6% | +14.5% | -25.1% | -16.2% |
| YTD | -12.6% | +13.0% | -25.5% | -17.5% |
| 1Y | -27.0% | +19.4% | -46.4% | -33.0% |
| 3Y | -31.5% | +78.9% | -110.4% | -49.1% |
| 5Y | -3.8% | +82.3% | -86.1% | -30.5% |
| All | -3.8% | +82.3% | -86.1% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling