+883.7%
BAH vs VOO
+757.1%
+126.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.2% |
| 7D | -3.2% | +0.1% | -3.4% | -3.3% |
| 30D | +2.0% | +0.1% | +1.9% | +2.0% |
| 3M | -7.6% | +2.0% | -9.6% | -9.0% |
| 6M | -5.7% | +13.0% | -18.7% | -13.5% |
| YTD | -11.7% | +13.6% | -25.3% | -19.3% |
| 1Y | -27.4% | +20.1% | -47.4% | -36.1% |
| 3Y | -32.5% | +77.6% | -110.1% | -55.3% |
| 5Y | -3.3% | +82.4% | -85.8% | -38.2% |
| 10Y | +186.0% | +316.8% | -130.8% | -5.1% |
| All | +883.7% | +757.1% | +126.6% | +94.8% |
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 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