-91.5%
BAIG vs VOO
+14.7%
-106.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.6% | -7.0% |
| 7D | +8.6% | -0.7% | +9.3% | +12.7% |
| 30D | -11.0% | -1.1% | -10.0% | -3.0% |
| 3M | -44.0% | -0.3% | -43.6% | -40.6% |
| 6M | -73.2% | +7.4% | -80.6% | -80.9% |
| YTD | -88.3% | +13.4% | -101.7% | -93.9% |
| 1Y | -91.5% | +14.8% | -106.3% | -95.7% |
| All | -91.5% | +14.7% | -106.2% | -95.7% |
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