+74.8%
BAM vs VOO
+97.3%
-22.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.9% | -2.7% |
| 7D | -1.6% | +0.5% | -2.1% | -2.3% |
| 30D | -6.0% | -0.9% | -5.1% | -4.8% |
| 3M | +7.3% | +3.9% | +3.5% | +2.2% |
| 6M | +8.2% | +14.5% | -6.3% | -9.3% |
| YTD | -3.8% | +13.0% | -16.8% | -17.7% |
| 1Y | -10.7% | +19.4% | -30.2% | -28.7% |
| 3Y | +55.3% | +78.9% | -23.5% | -23.6% |
| All | +74.8% | +97.3% | -22.5% | -22.8% |
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 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