-90.0%
BAIG vs VOO
+20.5%
-110.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +3.9% |
| 7D | -10.2% | -2.0% | -8.2% | +2.2% |
| 30D | -30.5% | -1.7% | -28.8% | -21.5% |
| 3M | -56.8% | +4.7% | -61.5% | -66.3% |
| 6M | -66.2% | +12.6% | -78.7% | -81.8% |
| YTD | -84.3% | +11.8% | -96.0% | -90.8% |
| 1Y | -86.2% | +17.5% | -103.7% | -92.7% |
| All | -90.0% | +20.5% | -110.5% | -94.9% |
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