-96.2%
BAIG vs VOO
+20.2%
-116.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.0% | -0.4% | -17.6% | -15.6% |
| 7D | -29.1% | +2.6% | -31.7% | -38.4% |
| 30D | -31.7% | -2.0% | -29.7% | -17.7% |
| 3M | -73.4% | -2.8% | -70.6% | -65.3% |
| 6M | -86.4% | +2.2% | -88.5% | -85.8% |
| YTD | -94.0% | +11.5% | -105.5% | -96.2% |
| 1Y | -96.2% | +13.5% | -109.7% | -97.8% |
| All | -96.2% | +20.2% | -116.4% | -97.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling