-87.0%
BAIG vs VOO
+18.2%
-105.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | -3.2% |
| 7D | -4.7% | -0.8% | -4.0% | +0.2% |
| 30D | -25.5% | -1.1% | -24.4% | -18.9% |
| 3M | -58.2% | +3.9% | -62.1% | -65.8% |
| 6M | -66.8% | +13.6% | -80.5% | -83.7% |
| YTD | -83.9% | +12.7% | -96.6% | -91.3% |
| 1Y | -87.0% | +17.6% | -104.6% | -93.5% |
| All | -87.0% | +18.2% | -105.2% | -93.5% |
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