+5.2%
BAI vs VOO
+14.7%
-9.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -7.0% |
| 7D | -14.6% | -0.7% | -13.8% | -12.7% |
| 30D | -24.6% | -1.1% | -23.6% | -22.0% |
| 3M | -18.0% | -0.3% | -17.6% | -16.7% |
| 6M | -14.9% | +7.4% | -22.2% | -26.8% |
| YTD | +11.9% | +13.4% | -1.4% | -14.4% |
| 1Y | +5.2% | +14.8% | -9.6% | -21.6% |
| All | +5.2% | +14.7% | -9.5% | -21.6% |
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