+51.1%
BAMD vs VOO
+83.1%
-32.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -1.5% | -0.4% | -1.2% | -1.4% |
| 30D | -0.7% | -1.4% | +0.6% | -0.1% |
| 3M | +5.8% | +3.7% | +2.1% | +3.9% |
| 6M | +9.1% | +13.0% | -4.0% | +2.7% |
| YTD | +15.8% | +12.4% | +3.4% | +9.2% |
| 1Y | +13.0% | +18.6% | -5.6% | +3.5% |
| All | +51.1% | +83.1% | -32.0% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling