+78.9%
BAI vs VOO
+33.3%
+45.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -1.8% |
| 7D | +1.2% | -2.0% | +3.2% | +5.1% |
| 30D | -0.9% | -1.7% | +0.8% | +2.3% |
| 3M | -3.4% | +4.7% | -8.2% | -10.1% |
| 6M | +29.2% | +12.6% | +16.6% | +7.7% |
| YTD | +32.2% | +11.8% | +20.4% | +12.0% |
| 1Y | +31.0% | +17.5% | +13.4% | +3.3% |
| All | +78.9% | +33.3% | +45.6% | +23.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling