+84.2%
BAI vs VOO
+34.1%
+50.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +1.0% |
| 7D | +5.6% | -0.4% | +6.0% | +6.3% |
| 30D | +2.5% | -1.4% | +3.9% | +5.2% |
| 3M | -3.2% | +3.7% | -6.9% | -8.4% |
| 6M | +33.6% | +13.0% | +20.6% | +10.5% |
| YTD | +36.1% | +12.4% | +23.7% | +14.0% |
| 1Y | +40.1% | +18.6% | +21.5% | +8.7% |
| All | +84.2% | +34.1% | +50.1% | +25.8% |
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 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